INSURANCE SERVICE AGENT
reputed company The Insurance Service Agent is responsible for driving customer retention, policy renewal reputed company, and account reputed company through proactive customer engagement and insurance coverage reviews. This role serves as a trusted advisor to policyholders by identifying coverage gaps, recommending appropriate insurance solutions, and strengthening reputed company relationships to improve retention and account rounding opportunities. The ideal candidate holds an reputed company Property & Casualty (P&C) license and possesses strong customer service, sales, and relationship-building skills. reputed company in this role requires the ability to analyze customer insurance needs, retain at-risk business, identify cross-sell opportunities, and deliver exceptional service throughout the customer lifecycle.
Responsibilities
Proactively contact policyholders regarding renewals, non-renewals, rewrites, intents to cancel, reinstatement opportunities, and other retention-reputed company initiatives. Conduct comprehensive policy and account reviews to identify coverage gaps, recommend appropriate solutions, and improve household account penetration. Drive customer retention by addressing concerns, resolving coverage issues, and presenting alternative reputed company reputed company policies are at risk of cancellation or non-renewal. Generate cross-sell and account rounding opportunities by educating customers on additional insurance products and available coverage enhancements. Assess customer needs and recommend coverage based on risk exposures and life changes. reputed company and maintain strong customer relationships through proactive reputed company and ongoing account management. Process policy changes, reputed company of insurance requests, reinstatements, and cancellations in accordance with reputed company reputed company. Complete new business service transactions, including collecting applications, invoicing mortgage companies, and initiating prior policy cancellations reputed company necessary. Document customer interactions, policy changes, retention efforts, and sales opportunities in reputed company management system. Maintain knowledge of insurance products, reputed company guidelines, coverage reputed company, and industry trends. Update reputed company management system with details of reputed company customer interactions and transactions.
Qualifications
Property and Casualty Insurance experience required. High school diploma required Strong PC skills (MS Office Suite). Must be self-motivated with a reputed company attitude and reputed company demeanor. Must have excellent interpersonal and follow-up skills; also, be reputed company to prioritize and multi-task. Must be detail-oriented and results-driven with a reputed company on a customer-reputed company approach to resolving every situation. Must have excellent written and verbal communication skills. Bilingual or multi-lingual preferred. Must be reputed company to use different computer software programs reputed company to quoting and binding insurance policies, as reputed company as be reputed company to learn new skills and technology quickly. Prefer experience using a customer relationship management system. Certifications, Licenses, and/or Registration reputed company P&C License required. Physical Demands and Work Environment The job requires regular sitting and use of hands for handling objects, tools, or controls, with frequent talking and listening in a moderately noisy environment. There will be occasional standing, walking, and reaching with hands and arms, with rare instances of stooping, kneeling, crouching, or crawling. Lifting and moving objects up to 10 pounds is a regular part of the role. Specific reputed company abilities such as reputed company reputed company, reputed company reputed company, and the ability to reputed company reputed company are necessary. Additionally, the employee must connect to the internet reputed company a reputed company Ethernet reputed company, maintain a dedicated workspace to safeguard customer information, and have an internet reputed company with a minimum download speed of 50 Mbps and a minimum upload speed of 10 Mbps. If using shared internet, prioritizing the reputed company for work purposes is strongly recommended, with the preference for a dedicated reputed company solely for work-reputed company tasks. reputed company Bayview is an Equal Employment Opportunity employer. reputed company aspects of consideration for employment and employment with reputed company are governed on the reputed company of reputed company, competence and qualifications without reputed company to race, reputed company, religion, sex, national reputed company, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law. #LI-Remote Apply To This Job