Asset Insurance Agency

Customer Support

• Serve as primary point of contact for client questions and service needs.
• Respond to phone and email inquiries promptly and professionally.
• Customer assistance can include responding to inquires regarding insurance availability, eligibility, coverages, policy changes, endorsements, billing clarification, certificates of insurance, and renewals.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain accurate documentation in our policy management system.

Bilingual Customer Service Representative – Portuguese/Spanish

Account Executive

• Respond promptly and professionally to inbound and outbound communication (calls, texts, and emails) from clients and dealers requesting new quotes for personal auto insurance.
• Receive information and prepare quotes for potential clients based on driving information and other rating criteria, making sure to follow underwriting guidelines throughout the process.
• Obtain and collect supporting documentation including drivers’ licenses and proof of license history.
• Run vendor reports from various systems to verify accuracy of information provided by potential client regarding insurance and driving history.
• Advise clients on appropriate insurance coverage and options relative to their circumstances and meeting the needs of the client.
• Maintain relationships with clients throughout the process of obtaining a new policy, helping them navigate questions pre & post policy being issued by one of our licensed sales agents.

Bilingual Sales Representative – Portuguese/Spanish

Bilingual

• Deliver consistent service quality throughout the claim life cycle
• Review and analyze coverage and apply policy conditions
• Investigate each claim to obtain relevant facts
• Establish and maintain timely claim and expense reserves
• Determine settlement amounts based on appraisal estimates
• Provide support for other parts of the Auto Line of Business
• Perform other duties as assigned

Bilingual Customer Service Representative – Portuguese/Spanish

Bilingual Sales Representative – Portuguese/Spanish

Bilingual Auto Liability Adjuster, Spanish/Portuguese