Special Accounts New Business/Customer Service Agent
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Handle calls from prospects inquiring about new policies or coverage.
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Provide a professional, welcoming first impression of the agency.
Gather Initial Information:
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Collect details from callers, including name, contact information, and type of insurance needed.
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Ask preliminary underwriting questions needed to prepare a quote.
Qualify the Prospect:
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Assess whether the prospect fits the agency’s appetite and available markets.
Data Entry & Applications
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Enter prospect information into the agency management system.
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Submit applications to carriers or rating platforms for quoting.
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Confirm receipt of applications and required documents.
Soft Sales:
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Educate clients about additional products or services that may benefit them.
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When comfortable, present and sell new business quotes.
Follow-Up
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Send follow-up emails or letters to prospects after quotes are delivered.
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Track and document all communication in the agency management system.
Customer Service
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Respond to client phone calls and emails regarding coverage, billing, and policy questions.
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Assist clients with claims by reporting losses to carriers and following up on claim status.
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Explain policy details in clear, professional language (without providing legal or financial advice beyond license authority).
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Assist Clients with billing issues, payments and audits.
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Provide proof of insurance to lenders, contractors, landlords, and other third parties as requested.
Qualifications / Skills Required:
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Strong phone presence with excellent verbal and written communication skills.
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Ability to draft clear, concise, and professional letters and emails.
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Professional, friendly, and customer-focused demeanor.
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High attention to detail when gathering and documenting information.
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Knowledge of insurance coverages, or willingness and ability to learn quickly.
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Strong multitasking skills with the ability to handle phone calls, data entry, and email simultaneously.
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Commitment to safeguarding and respecting confidential client, carrier, and agency information.
Position Requirements
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Hold and maintain valid Wisconsin Property & Casualty Insurance license. If you do not currently hold a valid Wisconsin Property & Casualty license, you will be asked to obtain one within the first 6 months of employment.
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Maintain full-time hours, as scheduled, changes to be approved in advance.
Additional Information
This position description is not intended to list all duties, responsibilities, or qualifications associated with the job. You may be asked by management to perform other duties as needed. Schwarz Insurance Agency reserves the right to modify this job description at any time. This position does not constitute a contract for employment.
To apply: follow this link https://platform.totalcsr.com/apply/07070D5X2PNQ19YgKNVS
To apply: follow this link https://platform.totalcsr.com/apply/07070D5X2PNQ19YgKNVS
