Job description
Wagley Agency Insurance Group is an independent insurance company with a mission to build long-term relationships with our clients. We pride ourselves on providing exceptional customer service backed by years of industry experience. Our agency was founded on the core values of character and integrity, and we hold ourselves to a high standard of excellence. We are looking to expand our dedicated staff to further improve servicing our current clients, as well as those of the future, all while making the insurance process uncomplicated and enjoyable.
Job Duties:
- Responsible for handling on a priority basis, issuing certificates of insurance, binders, evidence of insurance and auto ID Cards, updating L&I online.
- Process endorsements, either assigned by Account Manager or requested by the customer.
- Provide customer service/assistance regarding billing questions.
- Relentlessly work to update contact information on each and every call.
- Invoicing
- Premium Audits
- Create, Process and Follow-up on any Premium Financing.
- Answer phones, emails, text to support the account managers and underwriters requests.
- Diligently screen calls, emails, text and any correspondence to handle any service tasks that are indicated in this job description.
- Supporting the implementation of new clients and lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with client and carrier.
- Participating in the retention of renewal business. Interacting with Account Managers to prepare coverage specifications, applications, underwriting data and related information in the marketing of insurance products.
- Engage with the accounting department and account manager for collection/invoicing/premium audits/processing of monies. In order to assist in the collection efforts and billing discrepancies.
- Document all conversations and interactions with customers, carriers and agents in CMS.
- Proactively work with commercial account managers to take work from their desks that can be handled within your role.
- Clearly and effectively communicate to the clients to manage expectations both via the phone and email. This includes taking a proactive approach.
- Follows up to ensure timely receipt of quotations and policies from carrier.
- Work to support the marketing and branding team in the following ways
- Proactively learn and grow knowledge of insurance coverages and carrier appetite.
- Other responsibilities as directed by your manager.
What you’ll Need:
- Experience in commercial insurance preferred but not required.
- High school diploma or GED
- Current P&C license or must be obtained in first 3 months of employment
- Highly organized with ability to multitask
- Strong interpersonal communication skills (comfortable speaking with clients)
- Ability to prioritize and quote multiple insurance carriers
- Ability to think creatively and problem-solve
- Friendly, positive personality with a can-do attitude and desire to succeed
- Proficiency in Microsoft Office
We offer:
- Competitive pay based on experience
- Health Insurance
- 401K
- Paid Time Off
- Sick Leave
- Maternity Leave
Job Type: Full-time
Pay: $12.00 – $25.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Health insurance
- Paid time off
Shift:
Work Location: In person
