Commercial Insurance Specialist

Commercial Insurance Specialist

Our client in the Insurance industry is looking for an Intake Specialist to handle all the incoming inquiries and convert them to sales from start to finish.

Job Responsibilities

• Manage client service by responding to client inquiries, incoming email, voicemail, mail, and company requests in accordance with agency guidelines.
• Perform screening, prequalifying, factfinding and appointment scheduling for new and existing clients.
• Maintain Agency Salesforce System client files and ensure proper documentation, by processing quotes, applications, policies, changes, new client onboarding activities, etc., according to agency procedures, and within agency timelines.
• Perform annual renewal appointments following Agency guidelines by incorporating relevant information obtained from the client.
• Actively cross sell supplemental products and refer prospects to the appropriate individual and/or department.
• Perform and manage inquiries, quotes, presentations, and applications through policy issuance.
• Lead the marketing efforts for new and existing clients via a perpetual process that will incorporate mail, email, social media, and other platforms.
• Update Weekly Scorecard of Lead Indicators.
• Participate in courses for insurance, marketing, and sales skills as and when required.
• Maintain current knowledge of underwriting requirement of carriers.
• Keep current with industry trends by reading appropriate journals and company bulletins.
• Participate in any special projects at managements request.

Experience:

Clerical and computer knowledge; experience in insurance coverages.

Skills/Abilities

• Exceptional customer service skills.
• Ability to navigate through complex policy documents and ensure accuracy on completion.
• High level of attention to detail.
• Ability to convert a lead into a sale.
• Ability to set, track and achieve goals.
• Demonstrate professional oral and written communication skills with the ability to effectively interact with all levels of clients.
• Proven track record of successful client advocacy in a fast-paced environment, emphasizing attention to detail.
• Ability to follow-up on activities from start to finish.
• Experience in delivering client-focused solutions based on customer needs.
• Proven ability to manage multiple projects at a time while paying strict attention to detail.

Requirements:

• Ability to work Remotely US Hours 4pm -12am
• A stable work record is important.
• Fluent and articulate English is needed.
• Own Computer.
• Fiber line.