Customer Service Representative - Affordable Home Insurance

Affordable Home Insurance (AHI) is one of the leading independent insurance firms in northwest Florida. We are long-standing members of the community and have deep expertise in the unique risks that are prominent in our area. We are proud to offer competitive prices, complete coverage and quality customer service. Since opening our doors, we have continued to partner with leading insurance providers, delivering our clients access to better and more affordable insurance options. Our mission is protecting individuals, families and businesses by providing high quality insurance coverages. In 2017, AHI partnered with Baldwin Risk Partners (BRP), an insurance distribution holding company. Our connection with BRP gives our clients the best of both worlds - a local business deeply connected to the community with the backing of a larger firm that has preferred relationships with the most reputable insurance providers. Under BRP, we have best-in-class resources, increased geographic representation and expanded lines of insurance to support all your coverage needs as your life and business evolve.

The Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients' financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary.

PRIMARY RESPONSIBILITIES:

• Prepares documents for presenting risks to market.

• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.

• Assists client service teams in the preparation of presentation materials.

• Analyzes and summarizes complex data and compiles reports under supervision.

• Records data into the appropriate insurance company and firm software programs.

• Runs monthly cancellation and expiration reports.

• Processes and completes endorsements and audits.

• Completes special projects as assigned.

• Looks for opportunities to improve the firm, business segment and processes.

KNOWLEDGE, SKILLS & ABILITIES:

• Strong analytical, research and problem-solving skills

• High attention to detail.

• Strong verbal and written communications skills.

EDUCATION & EXPERIENCE:

• Current Florida 4-40 License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment.

• Basic understanding of insurance coverages, preferred.

• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems

Special Working Conditions:

• Fast paced, multi-tasking environment.

Important Notice:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

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