Agency Support Specialist

Now Hiring: An AMAZING Licensed Insurance Specialist to join our family!

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

Job Application Interest

1 Contact Info

2 Previous Job Info

3 Final Questions

Source
First Name*
Last Name*
Mobile Phone*
Email*
Address*
City*
State*
Zip Code*
LinkedIn Profile URL*
Position Applying For*
Do you possess the following insurance licenses?*
- Life
- Health
- Property
- Casualty
- Willing to get Licensed

PREVIOUS EMPLOYMENT
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Tell us more about your current/previous experience and why you feel that would make you a good fit for this position:

PLEASE EXPAND ON THE FOLLOWING QUESTIONS:
Why are you interested in working at Beacon Point?*
What special skills or talents do you have that would help you be successful in this position?*
What do you think will be the greatest challenge for you in this position?*
What are some of your short-term and long-term goals?*
Final Thoughts*
Disclaimer and Signature Statement of Purpose I certify that my application and all attachments are true and complete to the best of my knowledge. I understand that any incorrect, incomplete, or false statements or information furnished by me may, at the discretion of Beacon Point Insurance disqualify me from employment, or cause my dismissal. I hereby authorize Beacon Point Insurance to make a thorough investigation of my past employment and activities. I release from liability Beacon Point Insurance, former employers, or any persons supplying such information. The language in this application is not intended to create, nor is it to be misconstrued to constitute, a contract of employment. I acknowledge that any employment relationship with Beacon Point Insurance is of an "at will" nature in which either party is free to terminate for any reason. It is further acknowledged that this "at will" employment relationship may not be changed by a written document or by conduct unless such a change is specifically acknowledged by the President of Beacon Point Insurance. I understand the misrepresentation or omission of facts may result in the rejection of this application, or if hired, corrective action up to and including dismissal. I understand that I may be required to sign a confidentiality or non-disclosure agreement should I become an employee of Beacon Point Insurance. I have read and understood the above agreement. this application is complete and accurate to the best of my knowledge.
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I have read and understand the above agreement. this application is complete and accurate to the best of my knowledge.
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AGENCY SUPPORT SPECIALIST

Job Application Interest

PREVIOUS EMPLOYMENT

PLEASE EXPAND ON THE FOLLOWING QUESTIONS: