Customer Service Agent - Personal Lines Insurance

Location
Naples, Florida
Salary
$30,000 - $49,999
Posted
Apr 06, 2022
Closes
Jun 03, 2022
Ref
6672452#GIJtoGJS.1
Industry
Insurance
Category
Insurance

About Us:

WHO IS ONEGROUP?

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.

OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

SUMMARY

Responsible for servicing all aspects of current clients' needs and current policies.

MINIMUM REQUIREMENTS

-220 or 440 Florida Property and Casualty License

-Minimum three years' experience quoting, writing, and managing home, auto and boat policies

-Experience/familiarity working with AMS360 operating system

ESSENTIAL DUTIES AND RESPONSIBILITIES
-Include the following. Other duties may be assigned.

-All aspects of maintaining existing personal lines policies including but not limited to any changes, adjustments in coverage, etc.

-Be sure that all customers are educated regarding any questions they might have about their policies

-Be sure that all transactions, conversations, etc. are promptly updated in AMS360

-Be sure AMS360 is continuously updated

-Solve client issues, elevate an issue when appropriate

-Review all existing policies prior to their x-date to be sure there are no major changes in the customer's needs and that they are receiving the best value for their needs

-Rewrite non renewals and cancellations when necessary

-Handle underwriting requests on established policies

-Cross sell current customers, home, no auto, etc.

-Quote and write overflow of new business

-Answer client questions promptly

-Service customers' needs that visit the office

-Constantly look for better and more efficient ways of doing things

-Apply payments

-Assist with overflow on incoming calls

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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