Commitment to service and maintaining existing accounts while empowered to uncover opportunities for increasing business.
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Burns Insurance colleagues.
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Be primary point of contact for all incoming service calls.
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Process quotations, binders, certificates of insurance, new business, renewals, cancellations, endorsements, and first report of claims as needed.
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Maintain complete and accurate files and input necessary data on the company’s agency management system.
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Provide support to our Sales staff in obtaining, maintaining, and expanding business.
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May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
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Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
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Develops new business from existing accounts and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
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Execute daily job responsibilities, including responding to voice mail, email, and client inquiries in a timely manner.
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Maintain service standards as outlined in the procedure manual.
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Maintain confidentiality requirements regarding insurance coverage.
- Client focused.
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Superior customer service.
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Capable problem-solving skills.
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Superb communication skills.
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Computer savvy – Microsoft products.
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Collaboration skills.
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Takes initiative and exhibits self-motivation.
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Attentiveness and active listening skills.
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Time management skills.
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Ability to multitask.
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Goal-oriented.
- High School diploma or equivalent.
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Hold Wisconsin insurance license or secure within first 90 days of employment.
