Licensed Insurance Agent, Customer Service Representative
Licensed Insurance Agent, Customer Service RepresentativeCustomer Service RepresentativeJoin team of professionals that are out to disrupt and transform the insurance and auto retail industries. Polly is looking for a Customer Service Representative to join our Personal Lines Service team who has excellent customer service and relationship building skills.As a Customer Service Representative, you will work closely with other team members to provide outstanding service to our customers by answering incoming inquires and then take appropriate action to provide top-notch customer satisfaction. It will be key for you to continuously develop strong relationships with both our clients and carriers. As a Representative, you should be customer focused, detail oriented, and efficient. Additionally, you should be professional, reliable, and adaptable.What You'll DoServicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc.Account review for coverage changes and add new coverages to suit the client's needsProtect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as neededPrepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosuresDeveloping strong relationships with clients and carriersAnswer incoming calls & emailsIdentify and assess customers' need to achieve satisfactionEnter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management systemPerform special projects and other duties as assigned by managementAccount round by cross selling additional lines of businessWhat You Need to SucceedRequiredProven customer support experience or experience as a customer service representativeAbility to multi-task, prioritize, and manage time effectivelyProficient in all Microsoft office applicationsStrong attention to detail with time management and decision-making skillsWorking comfortably in a high-volume work environmentExcellent written and verbal communication skillsProperty & Casualty (P&C) Insurance LicenseTechnically SavvyPreferredExperience using AMS 360 or similar softwareBilingual in SpanishWork & Life, Balanced – We're Here for You:Medical, dental and vision insuranceHSA, FSA, Dependent Care FSA3 weeks paid time off with generous holiday timePaid Parental Leave + baby cashMatching 401(k) contributionsLife & disability InsuranceWork from anywhere optionsPolly is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.About Polly Polly delivers unexpected value by embedding insurance into life's biggest purchases. As the leading embedded automotive insurance marketplace, Polly seamlessly integrates coverage options from 40+ insurance carriers into the automotive buying experience at thousands of dealerships across the country, delivering savings to consumers when they need it most. With more than $11 billion in coverage placed, shoppers trust Polly for instant quotes, immediate coverage, and expert live agents. Experience the unexpected value of embedded auto insurance at Polly.co.Salary $45,760 - $68,286 annually