Licensed Customer Service Insurance Representative

Ultimate Software
Fredericksburg, VA
Category Insurance
Job Description
Role Overview

Provide day-to-day service and support to new and existing clients to meet objectives for profitability and growth. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control, and organizational effectiveness.

What You Will Do

Research and answer calls from clients, underwriters, and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with insurance companies and underwriters.

Why It Might Be a Fit

Must have excellent analytical, problem-solving, and decision-making skills. Excellent oral, written, and interpersonal communication skills. Proven automation, time management, and organizational skills. Familiarity with risk assessment and risk management techniques.

Requirements

  • Active P&C License in your home state
  • High School Diploma or equivalent work experience and knowledge
  • Two years successful servicing experience with independent agency (or equivalent)
  • Property and Casualty License
  • Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes
  • Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance
  • Excellent analytical, problem-solving, and decision-making skills
  • Excellent oral, written, and interpersonal communication skills
  • Proven automation, time management, and organizational skills
  • Familiarity with risk assessment and risk management techniques

Benefits

  • Medical
  • Health Savings Account
  • Dental
  • Vision
  • Life Insurance
  • Paid Vacation (PTO)
  • 401(k) with employer match
  • Flexible Spending Account
  • Employee Assistance Program (EAP)
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