Client Care Representative – Email Team

This is a fully remote position, open to applicants in Connecticut, +6 more states.

📋 Description

• Enhancing Customer Service and Client Relationships by delivering the utmost level of professionalism.

• Prioritize email communications by carefully assessing and understanding clients' requirements.

• Gather all essential information to ensure endorsements are processed accurately.

• Handle payment processing and offer clear explanations for insured's billing inquiries.

• Accurately document and process policy cancellations.

• Conduct policy evaluations with clients to ensure underwriting accuracy and identify potential savings.

• Discuss company recommendations with insureds for compliance with carrier guidelines.

• Navigate the agency management system while adhering to established workflows.

• Keep client files current by attaching relevant documentation and generating proofs of insurance.

⛳️ Requirements

• Active P&C Producer license.

• Minimum of 2 years of experience.

• Self-driven with a passion for expanding insurance expertise.

• Strong skills in organization, time management, and prioritization.

• Demonstrated work ethic and dedication to providing exceptional service.

• Outstanding verbal and written communication abilities.

• At least 2 years of related experience.

• Valid Property & Casualty (P&C) Insurance Producer License.

• Experience with Applied EPIC is a plus.

🏝️ Benefits

• Paid Time Off.

• Group Health Insurance.

• Short- and long-term disability coverage.

• Vision insurance.

• Life insurance.

• Company-matched 401K and additional benefits available.