3-5 YEARS EXPERIENCE – EXCELLENT COMPANY AND COMPENSATION

Requirements:

• Current RIBO license
• Working knowledge of  The Agency Manager (TAM) system
• Working knowledge of MS Office – Word, Excel, and Outlook
• Strong customer service experience (i.e. 3-5 years experience as Personal Lines CSR)
• High performance team player
• Positive & outgoing attitude
• Excellent verbal & written communication skills
• Strong attention to detail & accuracy
• Excellent organization skills
• Ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner

Key Responsibilities:

• Handle incoming client requests promptly and efficiently
• Uphold service standards to all clients
• Front line u/w for existing and new client files
• Super-qualify prospective clients
• Provide premium estimates & provide best “solution” for clients & prospects
• Complete application process for new clients
• Remarketing of existing accounts, where necessary
• Document account changes in client file
• Complete renewal applications and order reports
• Send all required documentation to clients
• Promote account-rounding with clients
• Promote cross-selling & up-selling opportunities
• Proactively strive to develop accounts with incoming/outgoing calls & clients visits
• Complete customer-satisfaction calls

Contact:
Liz Gilthorpe
JOB-BORN Executive Search Inc.
Executive Recruiter
Recruiters for the Insurance Industry
289 649-0946
liz@jobbornsolutions.com
www.jobbornsolutions.com

BIG ENOUGH TO SERVE YOU …small enough to know you