Licensed Insurance Agent, Customer Service Representative

Job Overview

Customer Service Representative

The Role

Join team of professionals that are out to disrupt and transform the insurance and auto retail industries. Polly is looking for a Customer Service Representative to join our Personal Lines Service team who has excellent customer service and relationship building skills.

Who You Are

As a Customer Service Representative, you will work closely with other team members to provide outstanding service to our customers by answering incoming inquires and then take appropriate action to provide top-notch customer satisfaction. It will be key for you to continuously develop strong relationships with both our clients and carriers. As a Representative, you should be customer focused, detail oriented, and efficient. Additionally, you should be professional, reliable, and adaptable.

What You'll Do

• Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc.
• 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
• Developing strong relationships with clients and carriers
• Answer incoming calls & emails
• Identify and assess customers’ need to achieve satisfaction
• Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system
• Perform special projects and other duties as assigned by management
• Account round by cross selling additional lines of business

What You Need to Succeed

Required

• Proven customer support experience or experience as a customer service representative

• Ability to multi-task, prioritize, and manage time effectively

• Proficient in all Microsoft office applications