Personal Lines Retention Agent
| Company | HUB |
|---|---|
| Location | Des Plaines, IL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- High school graduate or equivalent (some college a plus)
- 1+ year experience in sales or customer service
- Excellent customer service and communication skills
- Proficient in computer skills and basic software packages
- Intermediate to expert computer acumen
- Strong oral and written communication skills
- Strong attention to detail with excellent time management and decision-making skills
Responsibilities
- Successfully work in a call center type of environment
- Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed
- Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier
- Maintain follow-up system with insurance carriers to ensure requests are processed timely
- Furnish underwriters with additional information as requested
- Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
- Process lost policy release forms; transmit correspondence to insureds and carriers
- Perform other specific duties and projects as assigned by management
- Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end
- May provide sales support, which includes rating policies and entering policy information into database
- Pursue a program for personal and professional development
Preferred Qualifications
-
No preferred qualifications provided.