|
Position Description
This individual is responsible for quoting, selling, enrolling new personal lines insurance accounts, and providing excellent customer service to existing customers in a fast paced work environment, primarily on a walk-in basis (some ACD) and working at neighbor island locations.
Position Requirements
1. Complete customer policy change requests to ensure service satisfaction and information accuracy in accordance with established company policies, procedures and guidelines by reviewing applications/policies/supporting documents and updating computer systems.
2. Answer customer inquiries on billing status, cycles for all payment plans; coverages, both explanations and associated premiums; explanations of processing and mailing of policy documents including but not limited to non-routine situations such as divorces and separations, claim liability surcharge disputes, or payment posting and deduction errors to ensure service satisfaction and information accuracy in accordance with established company policies, procedures and guidelines by reviewing system information/applications/policies/supporting documents and updating computer systems.
3. Research problem files (e.g. missing forms, or payments, incorrect or unaddressed policy changes, rejected new business or endorsements from other departments and premium discrepancies) to ensure service resolution and information accuracy in accordance with established company policies, procedures and guidelines by reviewing information, making customer contact, and updating computer systems.
4. Analyze and recommend decision on accommodation requests (e.g. surcharge removal or reduction, due date changes, and account transfer risks) to ensure service resolution and satisfaction by reviewing risk factors, business considerations and/or value to group.
5. Quote, enroll, collect, receipt, give proper change and balance premium payments as required, and service new and repeat customers with various lines of insurance to increase company profitability in accordance with established company policies, procedures and guidelines by reviewing information/applications/policies/supporting documents, with direct customer contact, and updating computer systems.
6. Assist with special projects to increase business in various lines of insurance, up-sell existing auto policies and retain business by direct customer contact to complete policy reviews and discuss other products within established company policies, procedures, and guidelines.
7. Stays abreast of company policies, procedures, and guidelines to ensure accurate customer service provided by reviewing emails and documented updates distributed.
8. To perform cashiering duties by collecting premium, post and receipt payments, balance at the end of the day to make sure all monies are accounted for by completing a balance final report with zero errors.
Preferred Skills and Abilities
.
Physical Actions
n/a
Physical Environment
n/a
Education Requirements
High school diploma
Experience Requirements
Minimum one year experience in sales and/or customer service preferred. Six months to one year experience in insurance industry preferred. Cashiering experience preferred.
Special Skills Requirements
Must have excellent telephone etiquette and customer service skills.
Demonstrates excellent verbal communication and interpersonal relation skills.
Proficiency with business writing.
Able to learn new computer systems, products and services
Able to exercise good judgment, discretion, and integrity to problem solve.
Types 25 WPM.
Must be detail oriented.
Demonstrates quality team workmanship to support other team members in achieving customer service excellence.
Able to multi-task.
|
