Now Hiring - Herrmann Insurance Agencies - Property & Casualty and Health & Life Customer Service Agent (Not Sales) in Rapid City, SD

Full description of the position

Customer Service Agent - Property & Casualty / Life & Health (Not A Sales Agent - Service Only)

The Account Manager will be primarily responsible for the ongoing management of clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards. These duties include but are not limited to:

• Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc
• Managing established book of accounts
• Negotiating renewals for existing customers
• Obtaining information and documentation from new and existing clients
• Resolving customer issues

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel
• Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.
• Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the companys relationships with existing clients by executing proactive and ongoing contact initiatives.
• Makes decisions regarding the resolution of all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
• Independently enters and maintains accounts/policies in QQ Catalyst while maintaining a current suspense; reviews insurance policies and endorsements for accuracy; reviews contracts and special certificate of insurance requests for compliance and response to insured.
• Proactively maintains partnership with the producer by keeping him/her informed of pertinent information regarding the accounts and provides support and assistance for the development of new business.
• Independently communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes.
• Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
• Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.
• Responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.

Technical: Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint. QQ Catalyst software proficiency preferred, but not required.

• Ability to work with internal and external clients at all levels
• High level of organization ability
• High degree of self-discipline and motivation
• Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
• Solution driven problem-solving skills and proven analytical skills
• Must be detail-oriented,
• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
• Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision, and complete projects on time
• Team player with a strong work ethic
• Effective, professional verbal and written communication skills
• Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships
• High level of maturity and stability with an optimistic approach
• A self-starter with the ability to multi-task in a dynamic working atmosphere

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

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

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

People with a criminal record are encouraged to apply

Ability to commute/relocate:

• Rapid City, SD 57701: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• High school or equivalent (Preferred)

Work Location: In person