Summary

As a Policy Service Representative Level I, you are the pivotal interface between the customer and AgWorkers Group of Companies; you are the face (or voice) of the company. Unless an insured has a claim, you might very well be the only contact a customer or existing policyholder may have with AgWorkers. You are responsible for walking the client through the on-boarding sales process or servicing an existing members policy. You determine eligibility, maintain current information on Policy Management System; and provide exceptional customer support while servicing the clients insurance needs.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As a Policy Services Representative, your duties in this position include:

• Obtaining client information by answering telephone calls; interviewing clients; verifying information.
• Determining eligibility by matching client information to company requirements.
• Adhering to product guidelines and eligibility requirements.
• Establishing policies by entering client information; confirming pricing.
• Informing clients by explaining procedures; answering questions; providing information.
• Maintaining and improving quality results by adhering to standards and guidelines; recommending improved procedures.
• Complying with all policies and procedures in the Employee Handbook.
• Other projects and duties as assigned.

Required Skills and Abilities

• Continuous familiarity with AgWorkers Private Passenger Automobile product(s).
• Effective and concise written and verbal communication skills with strong listening skills.
• Ability to handle stressful situations and remain calm when dealing with a variety of personalities and situations.
• Strong attention to detail with the ability to multitask multiple deadlines effectively.
• Excellent interpersonal skills to maintain relationships.
• Excellent critical thinking and problem-solving skills.
• Best-in-class customer service skills with accurate data entry skills.
• Proficient in Microsoft Operating Systems and Office products including, but not limited to, Outlook, PowerPoint, and Excel.

Education & Experience

• High School Diploma or Equivalent
• Possess 1 year of experience and/or training in the insurance industry.
• Possess and Maintain TX Property & Casualty License or the ability to obtain one within 6 months.
• Working knowledge of Insuresoft/Diamond Policy Management system and ImageRight or similar file imaging work platform.

Physical Demands

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours

This is a full-time position. Days and hours of work are Monday through Thursday, 8:30 a.m. to 5:00 p.m. and Friday, 8:30 a.m. to 4:00 p.m. Overtime may be required on occasion.