Licensed Customer Service Representative, Protect

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
• 2
  Respond quickly to customer needs helping to resolve inquiries quickly and efficiently
• 3
  Help collect post-bind documentation to ensure customer policies are handled properly
• 4
  Navigate 20+ carrier portals to adjust coverages with high accuracy
• 5
  Monitor the book of business to identify retention opportunities
• 6
  Review renewals to ensure customers have the most up-to-date information

RequirementsAI-extracted

• 2+ years of experience selling Property & Casualty Insurance
• Valid state active licenses in Property & Casualty or Personal Lines insurance
• Excellent written and verbal communication skills
• Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals
• Ability to multitask and stay organized to meet deadlines on time

Perks & BenefitsAI-extracted