What are the responsibilities and job description for the Personal Insurance Risk Advisor. position at Mason McBride Inc?
Job Description
We are looking to hire the right individual to join our outstanding client service team (in house only). We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, advise our clients and answer questions they may have.
Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Retirement Plan
Paid Time Off (PTO)
Life Insurance
Responsibilities
- Process customer policy change requests.
- Handle all incoming claim calls from customers.
- Complete Evidence of Insurance requests.
- Document each customer contact in eAgent.
- Return all phone messages promptly.
- Share training and education knowledge and expertise with team members.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products.
- Provide?exceptional customer service.
- Maintain client relationships with follow up phone calls.
- Claims follow up calls.
- Provides on-going support to insurance clients as needed.
- Educate clients on the insurance policies that best suit their needs
- Provide policies to new clients and explain benefits/risks of the policy
Requirements
- Be a great self-starter with a sense of urgency.
- Proficiency to multi-task, follow-thru and follow-up.
- A Property & Casualty license is preferred but will train good individual.
- Professional phone etiquette.
- Excellent Spelling and Grammar skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.
Salary : $45,000 - $55,000
