Customer Service Specialist, Property and Casualty

📋 Description

• Address customer inquiries regarding policies through phone, email, and various other communication methods.

• Accurately collect and process payments in accordance with agency standards.

• Engage in proactive outreach to policyholders for renewals, retention, and remarketing efforts, showcasing an ability to influence retention outcomes through effective quoting strategies and carrier selection.

• Manage inbound and outbound communications with policyholders and insurance carriers to resolve issues, negotiate, coordinate across multiple carriers at once, and provide updates.

• Independently quote insurance policies across a range of carriers (approximately 15–20+) utilizing rater systems and carrier portals, assess coverage options, and make informed placement choices based on risk, pricing, and retention strategies.

• Oversee and maintain accounts within an independent agency setting, including navigating the appetites of various carriers and underwriting considerations.

• Support remarketing initiatives to enhance customer retention and satisfaction.

• Carry out administrative tasks such as data entry, document management, and updating customer records in agency systems.

• Collaborate with team members to achieve service level agreements and retention objectives.

⛳️ Requirements

• Possession of an insurance license (Property & Casualty) or a willingness to obtain one within a designated timeframe. Preference will be given to candidates who already hold a license.

• Previous experience in customer service is required, with a strong preference for candidates from an independent insurance agency background dealing with multiple carriers.

• Proven proficiency in using rater systems and managing high-volume, multi-carrier quoting workflows.

• Excellent communication skills (both verbal and written) with the ability to manage high-volume call traffic.

• Proficiency in agency management systems (such as AMS360, Salesforce) and rater/quoting platforms used for managing and comparing multiple carriers simultaneously.

• Capability to multitask, prioritize effectively, and work efficiently in a fast-paced environment.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and growth.

• Comprehensive health and wellness benefits.

• Supportive and collaborative team environment.