Licensed Insurance Agent, Customer Service

Licensed Insurance Agent, Customer Service

Job Overview

Customer Service Representative, Personal Lines

At Polly, we've created the future of car insurance. Our innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately purchase online and/or connect with licensed insurance agents. This is all powered by our people. We are bold trailblazers who are passionate about doing amazing things – together. If this sounds like you, we’d love to hear from you!

Job Overview

We’re hiring a Personal Lines Customer Service Representative is to provide excellent and friendly service to our clients and prospects by responding to their inquiries and addressing their needs. As a member of the Polly CSR team, you will review the client/prospect’s needs and identify the proper coverage, matching them to the products and services that our agency provides.

What You’ll Do:

• Assist clients with all coverage, service, and billing questions

• Account review for coverage changes and add new coverages to suit the client’s needs

• Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed

• Prepare all necessary paperwork, including but not limited to; applications, change requests and

• proper disclosures

• Manage email queue on a rotating basis

• Enter activities for all interaction with clients and carrier personnel, completed tasks and

• documents received in AMS360 management system

• Follow up on suspended activities in a timely manner

• Attend company product meetings as required

• Perform special projects and other duties as assigned by management

• Account round by cross selling additional lines of business

• Monitor upcoming cancellations for non-payment of premium and follow up with the carrier and the client (subject to change)

What You’ve Done:

Required:

• High School Diploma

• Property and Casualty License Required

• Strong oral and written communication skills

• Ability to maintain a high level of confidentiality

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day

• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day

• Vision sufficient for use of a computer monitor

• Ability to sit at a desk 7-8 hours per day

Preferred:

• Proficient with AMS360 and PL Rater

• 3 years minimum experience in an agency environment

• Product knowledge of current carriers

Competencies:

• Planning/organizing – the individual prioritizes and plans their workload and uses time efficiently.

• Interpersonal skills – the individual maintains confidentiality, remains open to others’ ideas and expresses the willingness to try new things.

• Oral communication – the individual speaks clearly and persuasively in positive or negative situations

• Written communication – the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

• Problem solving – the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality

• Quality control – the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

• Adaptability – the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events

• Safety and security – the individual observe

• Planning/organizing – the individual prioritizes and plans their workload and uses time efficiently.

WORK AND LIFE BALANCED, WE’RE HERE FOR YOU (Hourly) 

• Medical, dental and vision insurance 

• HSA, FSA, Dependent Care FSA and Commuter pre-tax benefit 

• 3 Weeks PTO Allowance 

• Paid Parental leave + baby cash 

• Generous holiday time 

• Matching 401(k) contributions 

• Life & disability Insurance 

• Work from anywhere options