What are the responsibilities and job description for the Spanish Bilingual Licensed Insurance Agent (Property and Casualty) position at Everise?
Job Requirements:
- Must be fluent in Spanish and English
- Must hold a property and casualty license in your state of residence
- Must be willing to release property and casualty appointments (No need to release Health or Life appointments)
- Must be able to work a Saturday and Sunday schedule.
Key Responsibilities
- Serves as customer service contact for inbound first and second-level customer interactions
- Utilizes proper procedures and documented knowledge articles to achieve first contact resolution and aides in policyholder retention
- Documents ancillary business and/or customer interaction information for the Agent and/or other business lines
- Leverages opportunities to expand customer interactions to learn more about the customers current and future needs then transfer/forward to Agent or CCC Licensed Growth team as appropriate
- Applies underwriting and eligibility guidelines to correctly price and bind additional/replacement policies according to established scope and procedures
Job Description
- Serve as 1st level contact for basic and routine customer service inquiries which may include: Regular payments and payment plan changes, proof of insurance, password reset and customer ID verification calls from customers and B2B vendors
- Has basic knowledge of company products and/or services
- Escalates problems or inquiries as needed
- Uses established procedures, scripts, and screens
- Promotes client products and services
- Handles low complexity transactions
- Uses multiple applications to gather the necessary information and notify business partners regarding messages, inquiries, and claim reporting
- Works under close supervision
- Provides customer assistance with routine customer service inquires that require licensing including complex payments, policy changes such as coverages and deductibles, added and/or replacement vehicles
- Completes simple transactions to add or replace products on existing policies
- Learns and applies product, industry, and market knowledge to make recommendations to policyholders
- Provides feedback to management regarding process improvements
- Explains coverage and insurance terms clearly for existing customers
- Works with general supervision on moderately complex assignments; seeks guidance on non-routine issue
