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Customer Service Specialist Property and Casualty

**Key Responsibilities:**+ Respond to customer policy inquiries via phone, email, and other communication channels.+ Collect and process payments accurately and in compliance with agency standards.+ Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities, with demonstrated ability to influence retention outcomes through quoting strategy and carrier selection.+ Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues, negotiate and coordinate across multiple carriers simultaneously, and provide updates.+ Independently quote insurance policies across multiple carriers (approximately 15-20+) using rater systems and carrier portals, evaluate coverage options, and make informed placement decisions based on risk, pricing, and retention strategy.+ Manage and retain accounts within an independent agency environment, including navigating multiple carrier appetites and underwriting considerations.+ Assist with remarketing efforts to retain customers and improve satisfaction.+ Complete administrative duties, including data entry, document management, and updating customer records in agency systems.+ Collaborate with team members to meet service level agreements and retention goals.**Qualifications:**+ Insurance license (Property & Casualty) or willingness to obtain within a specified timeframe. Preference given to candidates with existing license.+ Prior experience in customer service, with strong preference for candidates coming from an independent insurance agency environment handling multiple carriers.+ Demonstrated proficiency using rater systems and managing high‐volume, multi‐carrier quoting workflows.+ Strong communication skills (verbal and written) and ability to handle high-volume calls.+ Proficiency in agency management systems (e.g., AMS360, Salesforce) and rater/quoting platforms used to manage and compare multiple carriers simultaneously.+ Ability to multitask, prioritize, and work in a fast-paced environment.**Key Competencies:**+ Customer-focused mindset with strong problem-solving skills.+ Strong insurance placement judgment, retention‐driven quoting skills, and comfort making coverage and carrier decisions with limited oversight.+ Ability to operate effectively within an independent agency model that differs from captive environments+ Attention to detail and accuracy in handling transactions.+ Team-oriented with a proactive approach to achieving goals.EEO Statement: EOE including disability/veteran