If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our San Antonio insurance agency today! Our reputable insurance agency is looking for an exceptional personal lines insurance customer service representative to join our team (In-office).
At IBC Insurance Agency Ltd we pride ourselves on our outstanding insurance products and customer service.
Benefits
Health Insurance
Life Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Paid Time Off (PTO)
Responsibilities
Primary Responsibilities :
Coordinate day to day service needs for clients
Collaborate with Production team on strategy and marketing for new and renewal coverages
Detailed duties :
Provide policy service including changes, payments, claims, 3rd party communications
Research coverage issues, policy problems, cancellation issues, reinstatements, billing problem
Maintain client files and ensure accurate account information
Confer with client and agency personnel to resolve client issues or complaints
Identify and request renewal exposures from client
Identify gaps in coverage to maximize client protection
Prepare final submission for new and renewal marketing
Review new and renewal policies for accuracy in rating and coverage
Overall responsibility of ensuring coverage is placed correctly
Correspond with carrier underwriters
Coordinate billing and premium financing
Follow up on outstanding claims
Coordinate Issuance and quoting of premium finance agreements
Complete final review of policy documents and coordinate delivery to client
Identify opportunities for expanded business through gaps in coverage
Keep informed on industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Performs other functions as assigned by management
Requirement
- Two years of experience in Personal Lines Insurance customer service.
- Bilingual, fluent in both English and Spanish .
- Must have all licenses as required by the State Department of Insurance to discuss and / or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.
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