Qualification prerequisites:

• 3 plus years of customer service experience.
• Interpersonal communication skills- verbal and written.
• Detail-oriented.
• Dedication to help clients and meeting crucial deadlines.
• Motivated to succeed and take initiative.
• Positive “can-do” attitude and a desire to contribute to a growing, energetic work environment.
• Solid organizational skills along with ability to prioritize tasks throughout the day.
• Strong ability to multi-task, handle multiple insurance carrier websites.
• Fast computer skills with typing and proper grammar, using programs like excel, word, and multiple web browsers/tabs open to handle.
• Experience with insurance agency management systems is a plus.

Day-to-day responsibilities:

• Responsible for onboarding new clients and servicing their policies.
• Regular customer service (personal and commercial lines), endorsement quoting/processing, billing requests/questions, certificate requests, claims questions (we typically try to point the insured in the right direction as far as if a claim is covered, but ultimately have them report the claim directly to their carrier and deal with that carrier’s claims department).
• Quoting (including new and renewal business, endorsements, etc) along with preparing and/or sending applications, binding policies, setting up the new policy in our agency management system, etc. New business quoting will mainly involve assisting the other brokers but you will most likely take calls from people wanting a quote and you’d want to take the information over the phone (trying to get all pertinent underwriting information up front initially). In some cases, you will handle a new business sale from start to finish.
• E&S/wholesale quoting, placement, application preparation, signature collection, finance agreement & billing work, general assistance, etc.
• Handle audit balance discrepancies by researching what happened, contacting the insured with a detailed explanation, and developing a resolution to fix the problem moving forward.
• Commission statement preparation and payment to sales reps.
• New & renewal insurance license and CE management.
• Marketing assistance- Send messages thru LinkedIn, social media posts, organize sales lists and send emails/make calls, assist with other marketing efforts like mailers (mortgage broker postcards), etc.
• Exhibit strong problem resolution techniques and recommend changes to staff and management.
• Documentation of task notes within agency management system.

About InsuranceTrak Services:

InsuranceTrak is a technologically advanced insurance agency positioned to outpace the competition and outgrow the old-school, traditional insurance agency.

InsuranceTrak is licensed to sell insurance all across the country, and is centrally located in Rochester, NY.

Our far reach and ability to tap multiple markets make us one of the most competitive, cutting edge insurance agencies in the country.

Our insurance agency handles all personal lines (home, auto, and more) and commercial lines (liability, property, Workers Comp, and more).

InsuranceTrak is a leader in the pay-as-you-go Workers Compensation insurance market which gives our sales reps the unparalleled ability to work with payroll service partners and offer clients a strong alternative to having their Workers Comp tied up with a large payroll provider who has their own in-house insurance agency.

Equal Opportunity Employer:

InsuranceTrak Services is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, gender, gender identity, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

Job Type: Part-time

Pay: $30,000.00 - $45,000.00 per year

Benefits:

• Flexible schedule

Experience level:

• 3 years

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Rochester, NY 14622: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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