As the Marketing & Client Support Specialist, you will be responsible for:

• Managing Client Experience
• Client Policy Reviews
• New Customer Welcome campaigns
• Managing Client Emergency Contacts
• Client Claims Processing
• Managing Policy Endorsement Processes
• Enhancing current and building new Mortgage Broker Relationships

To succeed in this role, you must be Highly Motivated, Enthusiastic, Well-Organized, Solid Administrative Skills, Technology orientated with a Do-It-Now Attitude.

You will work directly with our personal lines accounts to provide them with a memorable customer experience. This includes all areas of customer service, including discussing coverage and risk management concepts.

• Schedule and conduct client account reviews
• Assist clients with purchasing better limits or coverages as needed
• Gather and validate customer contact info with each interaction
• Handle billing issues
• Handle various underwriting, rewriting and coverage situations that occur in the agency
• Efficiently update client records & notes in all agency management tools and systems
• Manage & Verify endorsement requests were processed correctly by the processing team
• Follow the conversations, process workflow steps, and agency guidelines for servicing a client and conducting policy reviews
• Send E-signature forms to clients, verify forms were returned and submitted to the correct entities, and properly filed for retrieval if necessary in management system
• Scan and file customer and prospect records, forms, documents
• Run Audits and reports as necessary

You will work with our advisors, especially in placement of new business and with carriers on all areas of a client’s account.

Responsibilities and Duties

Complete details and day-to-day activities are provided in our Agency Procedure Manual.

You will be measured on the following Key Performance Indicators

• Suspenses in AMS must be handled and closed within 48 hours
• A minimum 90% annual retention of your book of business
• Minimum score of 90 on Quarterly Performance Reviews
• Average 10% annual growth in total book of business
• Minimum of 4 account rounding sales per month

Qualifications And Skills

You will utilize your current skills in addition to training provided by our agency.

• Current Insurance License
• Excel, Word, Outlook
• Ezlynx Management System
• Carrier Portals
• Time Management
• Problem Solving
• Effective Communication
• Ability To Follow Agency Procedures

What You'll Need to be Successful

• Understanding technology is critical - we rely on technology and automation to build our client experience
• Amazing personality with the ability to play well with others.
• A Natural Desire to help our clients and prospects
• Comfortable with prospecting conversations
• Must be coachable and trainable
• Willingness to meet sales goals
• A Dedicated Workspace at Home

How We Work

• We offer Competitive pay Hourly (or Salary if qualified) + Enhanced Pay
• Work from home office hours are from 9am - 5pm Monday through Friday
• Observation of Federal Holidays
• Fun work environment is flexible and fun