What are the responsibilities and job description for the Insurance Policy Coordinator position at RRC - Ruiz Recruiting & Consulting?
RRC - Ruiz Recruiting & Consulting is a specialized recruiting firm dedicated to collaborating with startups to fortune companies nationwide.
We're looking for an Insurance Policy Coordinator who will work directly with customers to manage their policies and provide exceptional service. As a key member of our team, you'll be responsible for handling the processing of new policies and renewals for customers.
Key Responsibilities:
- Process new policies and renewals for customers in a timely manner
- Offer quotes and facilitate the sale of new personal lines insurance policies
- Assist with the preparation and issuance of personal insurance policies, including endorsements and other related documents
- Proactively identify and evaluate customer needs, delivering tailored solutions
- Accurately process payments and submit insurance premiums in a timely manner
- Provide friendly and efficient support to customers through various communication channels
Background:
- Prior experience as a Customer Service Representative or Insurance specialist is required
- P&C experience is mandatory
- Independent Insurance experience is also necessary
- Experience using AMS software like ams360 or EPIC is beneficial