Agency Administrators, Inc.

Personal Lines Insurance Client Care Representative – Phone Team

Agency Administrators, Inc.

full-time

Posted on:

Location Type: Remote

Location: Connecticut • Florida • United States

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Salary

💰 $45,000 - $52,000 per year

About the role

  • Optimizing Customer Service and Client Relationships
  • Policy Management including processing payments and providing billing explanations
  • Obtaining details to ensure endorsements are processed accurately
  • Generating and sending evidences of insurance such as binders and ID cards
  • Obtaining claim information and transferring to carriers
  • Documenting and processing policy cancellations properly
  • Conducting policy reviews with clients for underwriting accuracy
  • Addressing company recommendations to meet carrier compliance requirements
  • Maintaining up-to-date client files
  • Navigating agency management system using proper workflows

Requirements

  • 2 Years minimum experience
  • Current P&C Producer license
  • Self-motivated with a drive to expand insurance knowledge
  • Strong organizational, time management, and prioritization skills
  • Solid work ethic and commitment to delivering exceptional service
  • Excellent verbal and written communication skills
  • Ability to develop trust and credibility quickly
  • Experience with Applied EPIC a plus.
Benefits
  • Paid Time off
  • Group Health Insurance
  • Short- and Long-term disability
  • Vision coverage
  • Life insurance
  • Company matched 401K and other benefits available.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
policy managementclaims processingbilling explanationsunderwriting accuracypolicy cancellationsclient file maintenancecustomer service optimizationendorsement processingevidence generationworkflow navigation
Soft Skills
self-motivatedorganizational skillstime managementprioritization skillsstrong work ethicexceptional service deliveryverbal communicationwritten communicationtrust developmentcredibility building
Certifications
P&C Producer license