• Independently serves as first point of contact for customers (insureds, agents, clients, advisors, or other relationship partners) regarding service issues, assists in troubleshooting issues, and enter complex service requests into appropriate systems for resolution by appropriate service partners.

• Educates clients and advisors directly on newly enacted services, systems or procedures, as they arise, to facilitate efficient self-service. Serve as a key resource for customers on company or product policies and systems and troubleshoot complex usability issues raised by customers.

• Responds directly to information requests initiated by customers utilizing a variety of systems. Provides information to customers and works with appropriate internal partners to resolve any outstanding questions.

• Serves as peer mentor to other team members.

• Consults and counsels with prospective customers via inbound telephone calls to sell insurance products.

• Utilizes knowledge of products and underwriting guidelines to collect customer information, evaluate business appetite and individual risks, match coverage needs to available products, and generate quotes.

• Cross-sells and binds new or additional products and/or coverage as appropriate.

Specialized Knowledge & Skills Requirements

• Demonstrated experience providing customer-driven solutions, support or service.

• Basic knowledge and understanding of mathematics (arithmetic, averaging, percentages, etc.).

• Demonstrated experience in a customer service environment. (This includes face to face service or contact center; retail, insurance, hospitality, etc.).

• Demonstrated ability to take the lead and guide our customers to resolution.

Licenses

• You must CURRENTLY have an active Property and Casualty Producers License or a Personal Lines License to be considered for this role. It needs to be a resident license for the state that you reside.

• Property and casualty producer licenses for all operating and/or service states must be obtained within 30 days of hire.

• Required to maintain current, active license(s) status by continuing education and meeting all state, operating and regulatory requirements.

Travel Requirements

• Up to 10%.

Physical Requirements

• Work that primarily involves sitting/standing.