- Annual Raises / Bonuses based on performance
- Easy to work environment
- Small, (Non-corporate), Relaxed Environment
- Supporting teammates with follow up for clients and prospects.
- Handling customer calls which can include billing questions, potential client issues, and general underwriting issues.
- Promptly responding to clients needs electronically or via phone.
- Maintain records of customer interactions, process customer accounts and document appropriately in customer resource / lead management database
- Resolve any customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
What were good at
We are one of the top independent insurance agencies in the area. Were proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. Were on a mission to build long lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.
Teamwork, personal excellence, and growth matters to us, and we know it matters to you, too! When you join us, youll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.
When you join us, you can expect:
Work-life balance and employee well-being
A supportive, diverse, people-first culture and mindset
A voice at the table to create constructive change and work on purposeful products
Time dedicated to professional development
What youre good at
Youre a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action and create efficiencies. Youre organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.
When you join us, we expect you to:
Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients, key vendors, and carriers.
Respond to clients, insurance carriers, sales team, and supervisors correspondences and requests in a timely, effective, and professional manner.
Research and present answers to client questions about their policies and coverage.
Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
Analyze and compare current exposures to develop renewal or new business specs for marketing.
Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
Prepare proposals with the help of the sales team for client presentations.
Execute accurate invoicing and financing tasks to meet deadlines.
Process and check policies, endorsements, endorsement requests, and audits for accuracy.
Manage, submit, and follow-up with claims throughout the claims process.
Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.
What youll bring to our team:
Excellent verbal and written communication skills
Basic math skills and aptitude for learning new technology
Positive attitude, good listening skills and empathy
Highly-organized and strong time management skills
Ability to multi-task in a fast-paced environment within tight deadlines
Works with integrity and a high-level of confidentiality
*Please do NOT call the office to inquire.
*Please do NOT walk into the office to inquire.
Job Types: Full-time, Contract
Pay: $35,000.00 - $42,000.00 per year
Paid time off
8 hour shift
Weekly day range:
Monday to Friday
Ability to commute/relocate:
Freehold, NJ 07728: Reliably commute or planning to relocate before starting work (Required)
High school or equivalent (Preferred)
Customer service: 1 year (Preferred)
Work Location: One location