Position Summary:
We are seeking candidates with a strong background in personal lines insurance to join our team. These individuals will play a key role in supporting retention and renewal efforts, managing documentation, and assisting with marketing initiatives.
There is significant backend service work, and we need dedicated team members to help manage daily tasks efficiently.
Responsibilities:
- Assist with client retention and policy renewals.
- Manage documentation processes and support backend service work.
- Contribute to marketing initiatives for insurance services.
Qualifications:
- Language Proficiency: Excellent English communication skills for client interaction and understanding insurance needs.
- Insurance Knowledge: Solid understanding of insurance policies, procedures, and terminology.
- Customer Service: Exceptional skills in handling client concerns, conflict resolution, and delivering professional, empathetic service.
- Organizational Skills: Strong attention to detail and the ability to manage client accounts and documentation effectively.
- Time Management: Ability to prioritize tasks, meet deadlines, and handle multiple client accounts efficiently.
- Adaptability: Willingness to learn and adapt to varying insurance policies and industry changes.
- Attention to Detail: High accuracy in managing client documents and ensuring policy details are correct.
- Ethical Conduct: Trustworthiness, integrity, and a commitment to maintaining strict client confidentiality.
- Technical Skills: Proficiency with industry software (e.g., Epic), document management systems (e.g., Excel), and digital communication tools.
- Cultural Sensitivity: Ability to work effectively with clients from diverse backgrounds, ensuring respectful and personalized service.
