Reports to: Personal Insurance Office Manager- Washington
Functions Supervised: None
Primary Functions: Perform insurance sales functions.
Duties and Responsibilities:
Obtain quote information from Client.
Complete Marshall Swift RCE if necessary.
Quote risk & prepare application.
Request photos of dwellings.
Meet with clients to complete application and other required forms.
Cross sell other insurance products offered by the agency or credit union.
Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
Enter client into AMS.
Document new business activities and set up suspense's for any follow up.
Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
Perform other duties as assigned.
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
One year of personal lines insurance account servicing. Knowledge of personal computer operations, including internet and Microsoft products, basic word and excel. Ability to communicate well orally and in writing - Customer Service Skills. Ability to take and follow directions. Ability to maintain an organized workflow. Must possess Property/Casualty license or be able to obtain within one month from date of hire to this position.
Tenure: Personal Insurance Customer Service Representative, category 13, requires six months as a Personal Insurance Customer Service Representative Trainee or equivalent with performance that meets or exceeds expectations. Must have a demonstrated grasp on Agency activities and have mastered assigned duties. Directly related work experience and/or accelerated training completed may be substituted for tenure.
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Alaskausa Mortgage Company