Action Insurance Service, Inc

Our reputable insurance agency is seeking an exceptional insurance personal lines customer service representative to join our team.. Health Insurance, Life Insurance, Paid Holidays, Bonus Opportunities, Paid Time Off (PTO & Sick) 20 Days ( 4 weeks), Weekends Off, Holidays Off, BCBS Health insurance, Dental, Vison, Hands-on Training, Team New Business Bonuses, Retirement Benefits-Simple IRA with Employer 3% Matching, Disability Insurance Short Term and Long Term Available, "Work from home" available a couple of days per month ( After 1st 90 days of employment). Quoting new business applications with Rating systems ACS or Vertafore PL Rater and filling out agency new business Quote sheets.. Knowledge of agency systems: AMS360 management systems, ACS Rating, and PL Rater is desired but optional.. Knowledge of Citizens, Auto-Owners, American Modern, Frankenmuth, Fremont, Progressive, Pioneer, Hagerty, Hastings and Allied, and Safeco Interface a plus, but not required

customer service account manager

Job Description Personal Lines Insurance- Customer Service Account Manager: If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Utica insurance agency today! Our reputable insurance agency is seeking an exceptional insurance personal lines customer service representative to join our team. At Action Insurance Service, we pride ourselves on outstanding insurance products and customer service. Position: Full-time Hours: Monday through Friday, 8:00 AM to 4:30 PM Benefits: Benefit packages are very competitive for qualified Candidates. Health Insurance, Life Insurance, Paid Holidays, Bonus Opportunities, Paid Time Off (PTO & Sick) 20 Days ( 4 weeks), Weekends Off, Holidays Off, BCBS Health insurance, Dental, Vison, Hands-on Training, Team New Business Bonuses, Retirement Benefits-Simple IRA with Employer 3% Matching, Disability Insurance Short Term and Long Term Available, "Work from home" available a couple of days per month ( After 1st 90 days of employment) Key Job Responsibilities include, but not limited to: <ul><li>Promptly answer and process telephone, eFax, Texts, and email requests for assigned accounts</li><li>Maintained daily records and notes in the agency management system AMS360 to maintain complete files on all accounts. </li><li>Processing new business applications for Home, Auto, Life, and Umbrellas. </li><li>Qualify risks before placing business: Google Earth, using local Assessment internet resources, real-estate websites, etc. </li><li>Quoting new business applications with Rating systems ACS or Vertafore PL Rater and filling out agency new business Quote sheets. </li><li>Tracking and updating new business Excel sheets. </li><li>Processing daily download reports and reviewing endorsements & renewals. Review all policies and endorsements for accuracy when received back from the carrier. </li><li>Answer billing questions and assist customers with payments</li><li>Retrieving Carrier renewal reports from websites. </li><li>Remarket renewals when necessary</li><li>Cross-selling current accounts</li><li>Winning Back Lost Business</li><li>Back up the PL department or receptionist via claims, daily endorsement requests, and cancellations. </li><li>Processing Mortgage changes</li><li>Special projects from Carriers, PIP verification, undisclosed drivers, etc. </li><li>Process claim reports to carriers the same day they are received. </li><li>Process cancellation requests according to agency operating procedures. </li></ul>Minimum Qualifications: <ul><li>Minimum of two years of experience in an independent insurance agency is Required. </li><li>Strong Computers Skills Required: Windows XP, Word, Email, Microsoft 365, Microsoft Teams, Scanning Required, Cloud Work environment</li><li>Proficiency to multi-task, follow-thru and follow-up. </li><li>Great Customer Service Skills. </li><li>Works well with other employees and is a team player with a positive attitude. </li><li>Knowledge of agency systems: AMS360 management systems, ACS Rating, and PL Rater is desired but optional. </li><li>Knowledge of Citizens, Auto-Owners, American Modern, Frankenmuth, Fremont, Progressive, Pioneer, Hagerty, Hastings and Allied, and Safeco Interface a plus, but not required</li><li>A current property & casualty license is Required. </li><li>A current life and health license optional </li></ul>Company Description For over 50 years, Action Insurance Services has been delivering insurance and financial services. We specialize in Auto, Home, Business, Life & Health Insurance. Seeking an experienced, reliable individual looking to build a career with a fast-growing Insurance Agency. Check us out at www.actionin.com. For over 50 years, Action Insurance Services has been delivering insurance and financial services. We specialize in Auto, Home, Business, Life & Health Insurance. Seeking an experienced, reliable individual looking to build a career with a fast-growing Insurance Agency. Check us out at www.actionin.com.

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