Customer Support Specialist, Perspective Insurance - Cherokee

Perspective Insurance

Cherokee, Iowa

Perspective Insurance in Cherokee is looking for a Customer Support Specialist.

Desired Qualifications:
  • Actively licensed Producer for Personal Lines, Property & Casualty depending on the assigned book of business.
  • Strong customer service focus with a highly professional attitude and approach to business
  • Full knowledge of business insurance markets and products including rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
  • Excellent computer skills with knowledge of agency management software and insurance rating software; proficient in Microsoft Suite office software; working knowledge of Applied EPIC.
  • Must possess strong verbal and written communication and organizational skills
  • Must have the ability to handle multiple and changing priorities in a fast-paced team environment
  • Must have the ability to maintain a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts.
  • Ability to interact with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency and producer.

Application Instructions:

Apply online at Indeed.com


Duties:
  • Work as an efficient team with Agent/Producer to assemble, market and place coverage, complete and submit applications to carriers for new clients.
  • Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals.
  • Reviews policies and all documentation for accuracy and quality standards; responsible for follow-up with carriers and clients.
  • Assists clients with coverage changes, certificate requests, binders and endorsements.
  • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed.
  • Reviews walk-in payments and verifies acceptability; processes, as appropriate, providing receipts to payers.
  • Manages non-renewals and cancellation requests in order to retain business where appropriate.
  • In-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service.
  • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
  • This partial summary should not be considered all-inclusive

Location: Cherokee, Iowa

Open: Thursday June 16th

Close: Saturday July 16th 2022

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