Customer Account Professional - Hybrid

Customer Account Professional

Arbella is committed to building a workplace that's diverse, inclusive, and equitable for everyone. We've created a culture that supports a diverse workplace where all are valued for their talents and are empowered to reach their full potential. It's no wonder our employees have voted Arbella one of the Boston Business Journal's "Best Places to Work" every year since 2009!

The Customer Account Professional is an individual who understands and supports our commitment to exceptional service consistent with Arbella's brand. They are the "Voice of Arbella", building relationships, making connections, and providing superior customer service experiences.

Key Responsibilities

• Sensitive to the needs of our agents and customers, acts in a consultative manner to address the needs of all policy matters, while delivering paramount customer service.
• Manages customer interactions across multiple communication channels in an effort to assist insureds with underwriting of their policies, answer and process billing inquiries and make policy changes as needed.
• Educate and advise insured including, but not limited to : identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries.
• Identifies and recommends beneficial coverage enhancements, and works within appropriate underwriting authority and agency preference.
• Manages agent interactions across multiple communication channels and collaborates with agents and management to understand business objectives and includes these objectives to deliver outstanding customer service.
• Responds to agent preferences in all aspects of underwriting campaigns and maintains high level of service with each interaction.
• Maintenance of client files and / or automated account records in an accurate and orderly fashion within acceptable standards set by agency management. This includes supporting the processing of new business, rewrites, conversion business, endorsements, cancellations and renewals. Performs a variety of policy maintenance activities to support the customer relationship.
• Respond to existing clients to identify both new and / or additional insurance needs, recommend coverages, calculate and quote premium rates for recommended protection, explain policy features & benefits, present options and upgrades and provide an overall analysis of protecting the individual property & casualty exposures.
• Skillful in client relationship management and able to effectively harbor these relationships to meet or exceed productivity and quality targets.
• Review all applications, renewal requests and endorsement compliance with underwriting authority and guidelines.
• Completes outbound calls to obtain necessary information for policy transactions, renewal opportunities and coverage counseling.
• Collaborates with other stakeholders to understand trends, compliance and other requirements

Requirements

Our current reasonable and good faith estimate of the annual salary or hourly wage range for this position is approximately $52,780 ($28.00 an hour) - $55,000 ($29.18 an hour) based on a variety of factors including, but not limited to, relevant skills and experience.

Please note : The advertised pay range is not a guarantee or promise of a specific wage.