Firefly Agency

Insurance

• Provide traditional personal lines and commercial lines insurance customer service
• Answer calls and emails, process service requests, and diligently document everything
• Proactively work Commercial renewals 60 days prior, including policy reviews
• Maintain accurate contacts for policy renewals/surveys and process policy endorsements
• Generate Certificates of Insurance and add Certificate Holders
• Answer coverage related questions and ensure customer understanding
• Direct calls from customers or mortgage companies to local agents, occasionally assisting directly
• Implement new systems and techniques to enhance customer experience
• Monitor agent documentation compliance within EZLynx and assist with automated notices

P&C Licensed Insurance Agent, CSR