Summary

Initiates customer contact regarding upcoming renewal with a focus on customer satisfaction and retention.

Essential Functions

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

• Renew, rewrite, and retain existing business with proactive outreach.
• Initiate contact and answer customer questions regarding current products.
• Provide accurate quotes and present renewal options and/or new products and services to customers.
• Process payments and accurately document all information in systems.
• Research and learn policy coverage, underwriting guidelines, and eligibility provisions.
• Maintain daily renewal reports.
• Achieve individual goals on quality, time, and client satisfaction.
• 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).
• Best-in-class customer service skills with accurate data entry skills.
• Strong sales and influential skills.
• Strong analytical, and interpretive skills, with the ability to troubleshoot, problem-solve, and analyze customer needs.
• 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.
• Proficient in Microsoft Operating Systems and Office products including, but not limited to, Outlook, PowerPoint, and Excel.

Education and Experience

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

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.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.