Insurance Service Representative
About The Position
JOB STATUS: Non-Exempt REPORTS TO: AVP of Insurance Services SUPERVISES: None WHO WE ARE: At Central One, our values are to Deliver Exceptional Service, Work as a Team, Have Fun, and the Credit Union philosophy of People Helping People; all while striving to be C.E.N.T.R.A.L. One Ambassadors. CENTRAL stands for Caring, Enthusiastic, Nimble, Team-Oriented, Resilient, Altruistic and Loyal. At the core of our values lies a commitment to our community, members, and employees, with a focus on overall well-being. PRIMARY FUNCTIONS: Assist existing and potential clients with all insurance needs. Perform day to day responsibilities and duties. This position requires the employee to work in office.
Requirements
- High School Diploma or equivalent required.
- MA property and casualty insurance license required.
- 3 to 5 years of experience in an agency is preferred.
- Analytical ability; ability to make decisions and do detailed work; ability to work efficiently and accurately in a fast-paced environment; skilled in the use of general office machines and computers; ability to sell, cross-sell and interact professionally face-to-face, on the telephone and through electronic means.
- Have a strong knowledge of the Registry of Motor Vehicles and Win Rater.
Responsibilities
- Work directly with existing and potential clients to satisfy all insurance needs.
- Provide quoting and processing of endorsements and new business applications.
- Answer inbound phone calls, emails and faxes to ensure information is provided in a timely manner.
- Review policies with insured both on the phone and in person.
- Offer complete reviews and point out concerns and downfalls of the insured’s current policies can’t beat the price of the current policy.
- Account rounding and up-selling policies.
- Turn around all quotes and endorsements within a 24-to-48-hour period.
- Review and process remarkets keeping with a 30 day in advance timeline, including the pulling and documenting of any necessary reports.
- Complete all new business applications, registry paperwork and process billing as needed to back up Senior Insurance Service Representative and Director
- Contribute to high Member Satisfaction scores through superior service and follow up.
- Adhere to sales goals set in place by manager.
- Stay current on job-related equipment, procedures, CEU credits and/or information by reading handouts/memos, attending meetings, classes, seminars and other necessary means.
- Adhere to all applicable Credit Union policies, procedures and regulations.
- Participate in special projects and community activities, as needed.
- All other duties and responsibilities as directed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
