Organized and dependable candidate, with strong communication skills and willingness to learn and assist in meeting team goals.
Assist clients with policy changes, confirming accurate information, and making adjustments based on their insurance needs.
Improved client retention by building trustworthy relationships, and responding to inquiries in a timely manner.
Develop relationships with carrier underwriters and work to negotiate coverage options and rates on behalf of the client.
Work with the sales team to cross-sell additional products to assist in building revenue.
Assist clients with billing inquiries and payment issues.
Knowledgeable of underwriting guidelines of 10+ carriers
Excellent client relationship management
Excellent time management and organizational skills
Strong upkeep with insurance product knowledge
Customer service oriented and conflict resolution
Strong team player and eager to help
Strong computer skills
Familiar with carrier underwriting guidelines