BIA Agency Service Representative
BIA Agency Service Representative
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Key Responsibilities
- Responsible for maintaining positive relationships with customers and coworkers
- Counsel & advise insured including but not limited to: identifying risk exposures explaining coverage and types of policies suggesting specific coverage enhancements confirming recommendations in writing when appropriate and resolving general customer inquiries.
- Maintenance of client files and/or automated account records in an accurate and orderly fashion within acceptable standards set by agency management. This includes supporting the processing of new business rewrites conversion business endorsements cancellations and renewals. Performs a variety of policy maintenance activities to support the customer relationship.
- Respond to existing clients and designated prospect inquiries to identify both new and/or additional insurance needs recommend coverage calculate and quote premium rates for recommended protection explain policy features & benefits present options and upgrades and provide an overall analysis of protecting the individual property & casualty exposures.
- Review all applications renewal requests and endorsement compliance with underwriting authority and guidelines.
- Provide accurate insurance knowledge with regard to products and services to best meet the customers needs
- Provide accurate and timely quotes to customers.
- Process policy and billing information for endorsements cancellations reinstatements and billing corrections. Continue to monitor customer accounts for errors and updates and make changes when necessary
- Maintain customer files in an orderly and accessible manner
- Review renewal policies for accuracy recommend changes or improvements to customer accounts as needed and provide answers to any questions customers may have.
- Complete claim reports when necessary and follow up with customer and insurance company in order to maintain great service
- Research and resolve any billing questions for customer
- To ensure accuracy continue to update notes on Agency Management System to reflect conversations and transactions completed on behalf of the client and carrier
- Acknowledge walkin customers immediately upon arrival
- Answer telephone quickly to ensure quality relationships with new and existing customers
- Assist with the training of new Customer Service Representatives when necessary
Requirements
- Works to support the successful attainment of team and individual goals.
- Maintain acceptable standards of client retention as set by management.
- Employee must demonstrate competencies as defined in this job description.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
