Now Hiring - The Horton Group - Insurance Client Service Representative/Insurance Agent in Bonita Springs, FL

Full description of the position

JOB TITLE: Client Service Rep/Insurance Agent

REPORTS TO: Operations Supervisor or Director

FLSA STATUS: Exempt

DIVISION: Horton Personal Insurance

GENERAL DESCRIPTION Summary

A CSR owns the client experience once clients are onboarded with HPI. They are the face of Horton for our clients.

They are responsible for service-related tasks such as: providing coverage guidance and recommendations, making policy changes, managing the claims process, handling payments and billing questions, and explaining rate changes. They are also responsible for the remarketing process and client retention, including proposal preparation and presentation. A Client Advisor may also be called on to assist with sales support and new business functions as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Receive phone calls and office visitors requesting policy review, changes to existing coverage, and/or new policies.

Inform, educate, and make recommendations and/or changes in a timely manner.

Knowledge of rating and underwriting procedures for all carriers including rating software and carrier websites.

Utilize download reports for proactive client contact.

Determine acceptability and prepare client proposals and carrier submissions following guidelines.

Handle all client interactions with high level of customer service to ensure excellent customer satisfaction at every service contact while maintaining timeliness & procedure compliance.

Maintain a high level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date, and flow properly to reports and other output documents.

Follow all internal procedures and comply with management requests.

Provide backup support for sales, service, or remarketing teammates when needed.

Perform other duties as requested, including exercising discretion and judgment prioritizing workload.

KNOWLEDGE, SKILLS, AND ABILITIES

A Bachelors degree or at least 5 years of relevant experience is required

Property and Casualty License must be held or obtained within 75 days of start date

Intermediate competency with Microsoft Office suite and Applied Epic is strongly preferred

Strong organizational skills and attention to detail

Applicable industry designations preferred

The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program

BEHAVIOR STANDARD

Maintain a positive work environment by acting and communicating with customers, clients, coworkers, and management in a manner the reflects Hortons corporate values as outlined as driven, excellent, and together

WORKING CONDITIONS

Fast-paced, multi-tasking environment requiring tolerance for schedule flexibility and disruption based on clients needs.

JOB PERFORMANCE STANDARDS

The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.

PHYSICAL REQUIREMENTS

Ability to:

Perform work on a computer for extended periods of time

Sit/stand for extended periods of time in work area

Grasp objects using your fingers (fine motor skills)

Communicate in a clear, concise and professional manner both written and oral

Be able to lift and carry objects that weigh a minimum of 20 pounds

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work

Work Location: Hybrid remote in Bonita Springs, FL 34134