Insurance Customer Service / Admin Representative
About the position
The Client Experience Manager at Ark Insurance Agency is responsible for delivering exceptional customer service and support to clients in the commercial property and casualty insurance sector. This full-time role involves managing client accounts, processing transactions, and ensuring customer satisfaction while contributing to the development of office procedures and company culture.
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
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Work with new clients to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
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Set appointments and/or client calls to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
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Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
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Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution, expediting correction or adjustment, and following up to ensure resolution.
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Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Requirements
Hold Property & Casualty insurance license required by your state.
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Minimum of two years of insurance account management experience.
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Strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.
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Strong customer focus and excellent phone manner.
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Strong written and verbal communication skills, as well as excellent math and reading skills.
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Attention to detail, organization, multi-tasking, follow-up skills, and ability to handle difficult situations with customers.
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Excellent time management skills with a personal accountability mindset.
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Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Nice-to-haves
Benefits
Flexible schedule
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Opportunities for advancement
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Paid time off
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Work from home
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Annual Base Salary + Bonus Opportunities
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Hands on Training
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Career Growth Opportunities
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Mon-Fri Schedule
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