Personal Lines Services Rep
Security Service Federal Credit Union, San Antonio, Texas, United States, 78208
Overview
The personal lines customer service representative performs the tasks and duties that support the service needs of clients and agency management. Service responsibilities are to be assigned, and encompass marketing activity, client service, support, and reporting/analytical, and administrative functions. Production and quality standards must be met and maintained. Cross-sells and supports new business sales efforts. Ensures completion of requested account and policy updates and changes. Answers sales calls and quotes and issues policies changes according to business need. Reviews and processes renewals, recommending coverage enhancements as applicable. Informs clients of policy changes, exclusions of coverage, and insurance coverage needs. Handles daily/monthly reporting requirement related to agency management system and agency operational requirements. Analyzes reports and reconciles discrepancies. Assists in auditing work product to ensure policies and procedures are compliant. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
Responsibilities
Support the service needs of clients and agency management, including marketing activity, client service, support, reporting/analytical, and administrative functions.
Meet production and quality standards and support cross-sells and new business sales efforts.
Ensure completion of requested account and policy updates and changes.
Answer sales calls and quotes and issue policy changes according to business need.
Review and process renewals, recommending coverage enhancements as applicable.
Inform clients of policy changes, exclusions of coverage, and insurance coverage needs.
Handle daily/monthly reporting related to the agency management system and agency operational requirements; analyze reports and reconcile discrepancies.
Assist in auditing work product to ensure policies and procedures are compliant.
Complete any other job-related duties to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
Qualifications
Bachelor degree in Business Administration or equivalent education and/or experience.
Minimum of four (4) years of personal lines insurance experience, or equivalent in a related field.
Experience using Vertafore AMS 360 agency management system.
Full knowledge of personal lines insurance products and usages.
Able to maintain confidentiality and perform within time constraints.
Able to work in a flexible and high volume environment.
Knowledge of Microsoft Word and Excel.
Able to perform a large number of steps in a complex system with accuracy and speed.
Able to assist new business sales and retain existing business.
Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.
Ideal Candidate Will Have
Audit experience.
Knowledge of insurance claims, rating procedures, coverages, underwriting and industry operations.
Thorough knowledge and understanding of federal, state and NCUA regulations.
Bilingual/Spanish preferred.
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Responsibilities
Support the service needs of clients and agency management, including marketing activity, client service, support, reporting/analytical, and administrative functions.
Meet production and quality standards and support cross-sells and new business sales efforts.
Ensure completion of requested account and policy updates and changes.
Answer sales calls and quotes and issue policy changes according to business need.
Review and process renewals, recommending coverage enhancements as applicable.
Inform clients of policy changes, exclusions of coverage, and insurance coverage needs.
Handle daily/monthly reporting related to the agency management system and agency operational requirements; analyze reports and reconcile discrepancies.
Assist in auditing work product to ensure policies and procedures are compliant.
Complete any other job-related duties to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
Qualifications
Bachelor degree in Business Administration or equivalent education and/or experience.
Minimum of four (4) years of personal lines insurance experience, or equivalent in a related field.
Experience using Vertafore AMS 360 agency management system.
Full knowledge of personal lines insurance products and usages.
Able to maintain confidentiality and perform within time constraints.
Able to work in a flexible and high volume environment.
Knowledge of Microsoft Word and Excel.
Able to perform a large number of steps in a complex system with accuracy and speed.
Able to assist new business sales and retain existing business.
Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.
Ideal Candidate Will Have
Audit experience.
Knowledge of insurance claims, rating procedures, coverages, underwriting and industry operations.
Thorough knowledge and understanding of federal, state and NCUA regulations.
Bilingual/Spanish preferred.
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