P&C Insurance Customer Service Representative

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Job Description

About the Role

Title: Remote P&C Insurance Customer Service Representative

We are seeking remote Property & Casualty (P&C) Licensed Insurance Agents located in South Carolina

The candidate will have four (4) or more years of Personal Lines customer service with exposure to high-net-worth accounts and specialty carriers.

Key Responsibilities

The individual in this position will be responsible for servicing multi-state clients, including, but not limited to, coverage and exposure analysis, endorsement activity, billing questions, problem-solving, renewal presentations, preparation of quotes/proposals, and binding coverage.

脗路 Provides professional, accurate, and timely assistance while building relationships with carriers and the client to ultimately ensure client satisfaction and increased NPS rating.

脗路 Presents clients with accurate market data from appropriate resources to advise and counsel on complex risks.

脗路 Understands, introduces, and leverages the products and services available as appropriate, including surplus lines and excess flood placement.

脗路 Prepare and conduct annual client renewal reviews, including client exposures, loss experience, and recommend appropriate products and services based on client risk profile.

脗路 Responsible for updating and maintaining the client account within a customer relationship management (CRM) system to include the accuracy of binders, policies, and other relevant documents that are delivered to clients.

脗路 Partners with carriers’ underwriting teams to negotiate terms, conditions, coverage limits, and pricing.

Qualfications

Active Property and Casualty License.

4+ years of Personal Lines insurance customer service experience required.

Experience with high-net-worth carriers such as Chubb, Pure, AIG, etc.

Excellent written communication skills. Writes clearly and proactively; edits communications for spelling and grammar; varies writing style to meet needs; presents information effectively without the use of technical jargon.

Self-confident with the ability to make sound independent decisions.

Proficient in using a variety of computer programs, including CRM, MS Office, and carrier quoting tools.

Highly professional and self-motivated with the ability to demonstrate a positive attitude and an energetic personality.

Schedule availability Monday to Friday, Rotating Saturdays

License/Certification

脗路 Property & Casualty License (Required)

What we Offer

Qualfon’s mission is to help as many people as possible pursue their total vocation芒聙聰as individuals and as members of society芒聙聰by creating an ever-growing number of job opportunities as we strive to become the outsourcer of choice for our clients.

Salary

$47,500 – $79,000 (Base + Performance Incentives)

“Any posted pay range considers a variety of compensation factors, including candidate background, experience, and work location.”

Benefits

401(k) matching

Dental insurance

Health insurance

Paid time off

Parental leave

Vision insurance

脗路 Licensing and CE costs covered by company, provided company applications are utilized for these services (estimated cost $11,500)

Cost of additional state licenses (must already possess home state license)

Cost of annual state license renewal

Cost for CE credits

Working from Home

It is your responsibility to ensure that your work environment aligns with the outlined: A dedicated workspace that is quiet and free from noises that could be distracting to the employee, such as:

Children, family members, friends, and neighbors

Pets and pet distractions

Television and Radio

Outdoor activities

The environment cannot be in a location that is recorded by video or audio at any time unless Qualfon requires it.

The environment must be in a location where screens face away from all windows and cannot be viewed outside of the home or outside of the room. The work environment should be in a closed space surrounded by walls, with all doors closed as needed.

Depending on the client’s support, there may be additional environmental requirements

Technical and System Requirements:

You will be provided a computer

High-speed Internet via wired ethernet connection, no WI-FI, Satellite or Hot spot

Upload speed of 3 Mbps; Download speed of 16 Mbps

The Internet service provider (ISP) must be highly stable with 1% or less packet loss

Latency under 100ms.

All Hires must have an available cell phone or tablet and be able to install our required 2FA software for Multifactor authentication on that device.