Several years of related experience and/or training or Bachelor’s degree (may be waived or changed at Company discretion by prior education and/or experience)
Minimum of two years of customer service experience preferred
Must be able to obtain necessary resident and/or non-resident licenses required by the Company or statute within the established timeline
Ability to work in the U.S. without current or future sponsorship
Maintain punctual attendance according to an assigned work schedule at a Company approved work location
Responsibilities
Communicate and work with policyholders and associates at all levels
Begin to establish working relationships with policyholders
Accurately answer questions from policyholders, in coordination with other departments and divisions as necessary
Learn to collect pertinent information from policyholders and educate them on each type of insurance to make recommendations based on their needs
Learn how to and then perform frontline underwriting in accordance with Company underwriting guidelines and rules on assigned new business applications, renewals, and endorsements (policies of varying levels of difficulty)
Learn the process and then bind coverage for policyholders in accordance with applicable eligibility rules and guidelines
Collect pertinent information from policyholders to timely and accurately open claims
Make computer inquiries and entries relating to policyholder accounts
Coordinate with lenders and mortgage companies
Communicate and explain non-renewal and cancellation decisions to policyholders
Study, obtain, and maintain non-resident licenses required by the Company or statute within the timeline established by the Company
Work with confidential and/or sensitive information, data, and matters in accordance with Company standards
Ensure accurate insurance coverage is provided to customers
Assist policyholders with servicing policies and evaluating coverages for cross-selling opportunities
Process requests from policyholders and answer policyholder questions regarding existing business