INSURANCE SERVICE AGENT

Responsibilities

• Proactively contact policyholders regarding renewals, non-renewals, rewrites, intents to cancel, reinstatement opportunities, and other retention-focused initiatives.
• Conduct comprehensive policy and account reviews to identify coverage gaps, recommend appropriate solutions, and improve household account penetration.
• Drive customer retention by addressing concerns, resolving coverage issues, and presenting alternative options when policies are at risk of cancellation or non-renewal.
• Generate cross-sell and account rounding opportunities by educating customers on additional insurance products and available coverage enhancements.
• Assess customer needs and recommend coverage based on risk exposures and life changes.
• Develop and maintain strong customer relationships through proactive outreach and ongoing account management.
• Process policy changes, proof of insurance requests, reinstatements, and cancellations in accordance with carrier guidelines.
• Complete new business service transactions, including collecting applications, invoicing mortgage companies, and initiating prior policy cancellations when necessary.
• Document customer interactions, policy changes, retention efforts, and sales opportunities in the agency management system.
• Maintain knowledge of insurance products, carrier guidelines, coverage options, and industry trends. Update the agency management system with details of all customer interactions and transactions.

Qualifications

• Property and Casualty Insurance experience required.
• High school diploma required.
• Strong PC skills (MS Office Suite).
• Must be self-motivated with a positive attitude and professional demeanor.
• Must have excellent interpersonal and follow-up skills; also, be able to prioritize and multi-task.
• Must be detail-oriented and results-driven with a focus on a customer-centric approach to resolving every situation.
• Excellent written and verbal communication skills.
• Bilingual or multi-lingual preferred.
• Must be able to use different computer software programs related to quoting and binding insurance policies, as well as be able to learn new skills and technology quickly.
• Prior experience using a customer relationship management system is preferred.
• Active P&C License required.