Licensed Insurance Agent, Customer Service Representative
Job Overview
Customer Service Representative
The Role
Join team of professionals that are out to disrupt and transform the insurance and auto retail industries. Polly is looking for a Customer Service Representative to join our Personal Lines Service team who has excellent customer service and relationship building skills.
Who You Are
As a Customer Service Representative, you will work closely with other team members to provide outstanding service to our customers by answering incoming inquires and then take appropriate action to provide top-notch customer satisfaction. It will be key for you to continuously develop strong relationships with both our clients and carriers. As a Representative, you should be customer focused, detail oriented, and efficient. Additionally, you should be professional, reliable, and adaptable.
What You'll Do
Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc.
Account review for coverage changes and add new coverages to suit the client’s needs
Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed
Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures
Developing strong relationships with clients and carriers
Answer incoming calls & emails
Identify and assess customers’ need to achieve satisfaction
Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system
Perform special projects and other duties as assigned by management
Account round by cross selling additional lines of business
What You Need to Succeed
Required
Proven customer support experience or experience as a customer service representative
Ability to multi-task, prioritize, and manage time effectively
Proficient in all Microsoft office applications
Strong attention to detail with time management and decision-making skills
Working comfortably in a high-volume work environment
Excellent written and verbal communication skills
Property & Casualty (P&C) Insurance License
Technically Savvy
Preferred
Experience using AMS 360 or similar software
Bilingual in Spanish
Work & Life, Balanced – We’re Here for You:
Medical, dental and vision insurance
HSA, FSA, Dependent Care FSA
3 weeks paid time off with generous holiday time
Paid Parental Leave + baby cash
Matching 401(k) contributions
Life & disability Insurance
Work from anywhere options
Polly is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.
About Polly
Polly delivers unexpected value by embedding insurance into life's biggest purchases. As the leading embedded automotive insurance marketplace, Polly seamlessly integrates coverage options from 40+ insurance carriers into the automotive buying experience at thousands of dealerships across the country, delivering savings to consumers when they need it most. With more than $11 billion in coverage placed, shoppers trust Polly for instant quotes, immediate coverage, and expert live agents. Experience the unexpected value of embedded auto insurance at Polly.co.
Salary $45,760 - $68,286 annually