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Personal Lines Customer Care Specialist – Property & Casualty
Full Time Clerical
Requisition ID: 1004
Patra Corporation is the worldwide leader in insurance agency back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and producer support functions, such as policy checking, certificate issuance, quality control and account audits, to operations centers in the U.S. and India.
About this job
Our Property & Casualty licensed Personal Lines Customer Care Specialist is responsible and focused on managing the day-to-day on existing personal lines insurance for active client. The goal is to proactively and efficiently manage existing clients from retention to adding new lines of coverage. This role will take approximately 30-50 calls per day and be responsible for some service and inbound sales and fulfillment.
The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the clients is to provide positive and quality fulfillment and/or customer service in all areas and ensuring timely delivery and accurate work/service.
Candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, and have a solid personal lines insurance knowledge base.
Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects
Adapt to various insurance carrier rating websites
Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect
Forge relationships with customer / prospects and insurance carriers
Proactively research and have detailed knowledge of current market conditions
Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business
Use analytical and critical thinking in work processes and communication skills
Maintain a paperless workflow
Maintain knowledge of various states insurance guidelines
Understand customer challenges and partner to find solutions
Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
Other duties as assigned
Minimum Requirements – Education & Experience
High School Diploma or Equivalent
1 to 3+ years of Personal Lines Experience
Active Property & Casualty Insurance License
Knowledge, Skills and Abilities
Firm working knowledge of personal lines coverages and services
Experienced user of Agency Management System and Electronic Document Management
Be self-starter, creative, and problem solver
Must be detailed oriented and well organized
Superior organizational skills and time management
Excellent verbal and written communication skills
Accurate data entry and excellent typing skills
Excellent customer service skills
Must have excellent computer / internet …
Customer Service , Data Entry , Insurance