What are the responsibilities and job description for the INSURANCE ACCOUNT TECHNICIAN position at Choice Plus Insurance Services, Inc.?
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PERSONAL LINES ACCOUNT TECHNICIAN
Mission of the Personal Lines Account Technician
To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By using rapport building and excellent communication skills, this role will work to solve clients’ problems effectively and efficiently. This includes being the first line of defense on all service items and only passing on the ones that require a licensed agent. Proactively work with the team to relentlessly support the Account Managers.
Desired Outcomes of this Role
Quickly send Auto ID cards and handle mortgagee clauses
Handle general email box - attach emails to the management system and task to the appropriate person.
Handle basic billing questions (where to pay, who to pay, what to pay) and pass any higher level questions to the account manager
Work to get clients on EFT or Pay in full payment options
Call late payment notices following the agencies cancellation process
Relentlessly work to update contact information on each and every call
Enter data into the agency management system and/or rater
Be the first to answer all phone calls and diligently screen the calls. Handle any service tasks to defend the account manager team
Proactively work with account managers to take work from their desks that can be handled within your role
Clearly and effectively communicate to the clients to manage expectations both via the phone and email. This includes taking a proactive approach
Ask clients for Google reviews and educate them on the agency’s referral program
Take agency claims and warm transfer them to the carrier
Job Type: Full-time
Pay: $18.63 - $22.44 per hour
Expected hours: 8 per week
Benefits:
- Paid time off
Schedule:
- 8 hour shift
Work Location: Hybrid remote in Costa Mesa, CA 92626
Salary : $19 - $22