Service Agent

Insurance Agent

The Insurance Agent is responsible for accepting chat requests through the websites, as well as, handling inbound calls from consumers that have questions throughout the life of the policy. The agent will also make outbound calls to consumers about policies held within the agency. The agent must have knowledge of property insurance and excellent customer service skills.

Duties and responsibilities:

• Answer a high volume of inbound calls relating to homeowner's insurance policies
• Resolve customer grievances
• Gain cursory knowledge of UPCIC manuals, guidelines, policies and procedures
• Quote, bind and obtain new policies for the agency through agent of record changes.
• Cross-sell
• Answer questions about products and services
• Process endorsements and policy changes
• Take payments on new and existing accounts
• Note details of all calls and transactions on file.
• Ability to accomplish daily goals
• Have regular and reliable attendance
• Adhere to policies and procedures of employee handbook
• Perform other duties as assigned

Skills and qualifications:

• 2-20 or 20-44 insurance license with the Florida Department of Financial Services
• 4-40 insurance license acceptable, at minimum the 20-44 must be attained within 60 days of hire
• Proficient in Microsoft Office including Word, Excel and Outlook
• Reading, writing, typing and computing skills necessary to do the job

Benefit highlights:

• Industry leading medical, dental and vision insurance plan
• 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately)
• Generous PTO policy
• Eligible for performance based bonuses