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Synopsis of Employee Role: Interacts with customers in a day-to-day business environment via phone or in direct contact.
Need to have some previous insurance industry/agency experience and a current Property & Casualty license in the state of Louisiana.
Essential Job Functions (core functions of position that must be performed)
· Determines customers needs by gathering necessary information
· Answers customers questions/any concerns regarding billing statements, and policy changes
· Acts as liaison between customer and insurance carrier
· Accepts payments from customers on behalf of the insurance companies
· Responsible for building relationships with customers to provide excellent customer service including informing customers of other product lines available
· Other duties and tasks as assigned
Critical Skills / Qualifications:
· Strong relationship and interpersonal skills
· Excellent listening, oral, and written skills
· Good organizational / time management skills
· Strong analytical skills
· Ability to maintain a high level of tact and professionalism
· Ability to manage processes
· Ability to use multiple systems and software while performing multiple transactions
· Strong ability to self manage leads and customers via multiple systems and communication methods
· Ability to create professional business relationships with prospects and policyholders to determine buying needs
· Ability to analyze customer needs based on market economies while evaluating risk assessment
· Ability to work under pressure
· Ability to anticipate and resolve problems
Education / Experience / Licensure:
Full Property and Casualty License in the state of LA – required Previous Insurance Industry experience - required Personal Lines experience - required, Commercial Lines experience a plus Knowledge in using underwriting guidelines for multiple carriers - preferred but not required High School Diploma or equivalent - required