Personal Lines Sales Support Specialist (QuickInsured)

Job Title : Personal Lines Sales Support Specialist

Department / Agency : QuickInsured

Location : Grandview Heights, OH

Job Summary :

The Sales Support Specialist is part of the Personal Lines Sales Team and supports sales producers by handling the tasks and details required following a policy sale.

This position ensures new policies are set up properly and takes care of any underwriting concerns / issues within the first 90 days of a new policy.

Responsibilities :

Issue new policies with each carrier as scheduled by producer.

Send out Welcome email and temporary proof of insurance to policy holder within 24 hours of issue.

Follow ups with clients as needed / requested by producers. Customer Service as needed

Document all customer interactions.

Communicate with underwriters to get an approval on placing new business with that carrier which may not be eligible based on information found during the quote process.

Work with underwriters to implement a plan to retain policies that are being cancelled due to underwriting concerns for first 90 days of new policies.

Obtain signatures on trailing documents requested by the agency and / or carrier

File documents into AMS as needed

Document in AMS by noting the activity, creating suspense’s as needed for follow up and attaching any relevant documents

Contact customer within 7 days of issuing to assist with signing applications, verify billing is correct, and policy is in good standing

Work with Sales Team to resolve client issues from new business within the first 90 days of policy

Verify that the customer has signed their insurance applications whether through carrier or DocuSign

Farm book of business for win-backs. Check for companion policies or cross-sell opportunities

Create target list out of current customer list to cross sell property casualty in addition to umbrella insurance policies.

Able to review policies for accuracy and offer improvements in coverage, in addition to options for available. discounts and opportunities for cross selling.

Ask for referrals from customers with good experiences.

Perform related duties as assigned by supervisor.

Maintain compliance with all company policies and procedures.

Requirements :

Previous customer service experience, over the phone preferred

Impeccable attention to detail, consistency and accuracy with all tasks

Multitasking and analytical skills

Innovative problem-solving skills and solution focused

Exceptional Communication Skills and able to project a professional presence over the phone

Ability to learn new computer systems with ease

Self-Motivated and resourceful, understanding how to prioritize

Skilled in Microsoft Office 2016 Word, Excel, Outlook, PowerPoint etc.

Exceptional business writing skills and can visualize as well as convey a message into relevant and interesting content.

Education :

Bachelor’s Degree, Business preferred or equivalent experience

Licensed or ability to obtain proper insurance licenses