Professional, flexible and adaptable. Friendly with a good personality who works well with others. Experience in customer service and related positions.
Develop and maintain partnerships with premier underwriters, agents, and managers to retain and acquire accounts.
Coordinate total service for assigned accounts.
Prepare and submit quote proposals.
Generate organized spreadsheets for agents to manage client data.
Serve as a resource for both internal and external agents.
Provide solutions to agents and underwriters to help retain accounts.
Assist in training new team members in the department.
Provided valid information, previous inspections, and essential underwriting data as needed for the scheduling of inspections of insured's homes to ensure proper ITV and requirements.
Provided additional information to the risk consultants or scheduling coordinators, as requested.
Investigated and resolved billing discrepancies to avoid future issues.
Ensured proper invoicing by keeping client profiles current with updated information.
Managed insurance claim inquiries from patients.
Conducted reviews of claims to verify accuracy before mailing.
Provided superior customer services to agents through inbound telephone calls.
Quoted and issued new business, endorsements, and renewal of personal insurance policies.
Reviewed current insurance policies for additional product and benefit solutions.
Masterpiece & PLS processing
Access to and knowledge of various Chubb
Systems including Masterpiece, PLS, ABIZ,
Agent Portal, Flood, IMS, CUW, OARS & Sharepoint
AAG report generation
MVR and CLUE report generation as needed
Courteous
Efficient and Detail Oriented
Customer Data Confidentiality
Planning and Prioritization