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Licensed Insurance Agent (Property and Casualty)

Location

United States

JobType

part-time

About the job

Info This job is sourced from a job board

About the role

Job Requirements:

  • Must hold a property and casualty license in your state of residence
  • Must be willing to release property and casualty appointments (No need to release Health or Life appointments)
  • Must be interested in working Part-Time work, 20 hours maximum per week after a 40 hour training duration
  • Must be able to work weekends, weekends required.
  • Production shifts Monday-Friday, 3:00 PM to 10:00 PM CST, Saturday from 6:00 AM to 10:00 PM CST and Sunday 8:00 AM to 7:00 PM CST. Production schedule include weekends, with weekdays off.



Key Responsibilitie

  • sServes as customer service contact for inbound first and second-level customer interaction
  • sUtilizes proper procedures and documented knowledge articles to achieve first contact resolution and aides in policyholder retentio
  • nDocuments ancillary business and/or customer interaction information for the Agent and/or other business line
  • sLeverages opportunities to expand customer interactions to learn more about the customers current and future needs then transfer/forward to Agent or CCC Licensed Growth team as appropriat
  • eApplies underwriting and eligibility guidelines to correctly price and bind additional/replacement policies according to established scope and procedure


s
Job Descripti

  • onServe as 1st level contact for basic and routine customer service inquiries which may include: Regular payments and payment plan changes, proof of insurance, password reset and customer ID verification calls from customers and B2B vendo
  • rsHas basic knowledge of company products and/or servic
  • esEscalates problems or inquiries as need
  • edUses established procedures, scripts, and scree
  • nsPromotes client products and servic
  • esHandles low complexity transactio
  • nsUses multiple applications to gather the necessary information and notify business partners regarding messages, inquiries, and claim reporti
  • ngWorks under close supervisi
  • onProvides customer assistance with routine customer service inquires that require licensing including complex payments, policy changes such as coverages and deductibles, added and/or replacement vehicl
  • esCompletes simple transactions to add or replace products on existing polici
  • esLearns and applies product, industry, and market knowledge to make recommendations to policyholde
  • rsProvides feedback to management regarding process improvemen
  • tsExplains coverage and insurance terms clearly for existing custome
  • rsWorks with general supervision on moderately complex assignments; seeks guidance on non-routine iss


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Skills

customer service