Digital Agent

SUMMARY  

Step into the world of OpenHouse as a Digital Agent and be the human connection in the digital realm. This role is all about guiding potential clients who have started their online insurance journey but haven't completed it. You'll be their trusted advisor, helping them navigate the quote, application, inspection, and binding process while also ensuring they understand their coverages, and limits.

To succeed in this role, you'll need outstanding communication skills, a knack for multitasking, and the ability to maintain organized documentation. Discipline in following established SOPs and guidelines is essential, as is a strong work ethic and a can-do attitude.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Engage with potential clients via inbound and outbound calls, assisting them in the online digital quoting, application, and binding processes.·
• Advocate for customers by recommending the right balance of coverages and limits tailored to their needs.
• Collaborate on projects as needed and represent OpenHouse at networking events, conferences, and trade shows.

SUPERVISORY RESPONSIBILITIES

This position currently has no supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

• Strong organizational and task management skills.
• Strong relationship management and proven experience delivering high level internal and external customer service.
• Computer proficiency with strong skills in Microsoft Office applications.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Four-year degree or equivalent work experience in relevant fields preferred.
• 220 or 20-44 Agent License preferred or the ability to obtain it in a timely manner.
• Proficient in Microsoft Office applications and relevant computer applications and call center systems.
• Insurance experience preferred.

LANGUAGE SKILLS

Must possess the ability to read and comprehend detailed instructions, correspondence, and memos as well as write simple correspondence. Must also be able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS Must be proficient with the following: addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals. 

REASONING ABILITY

Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Must also be able to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES, LICENSES, REGISTRATIONS

20-44 or 2-20 License or equivalent (non-Florida)

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand and walk.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

NOTE:  This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions associated with the job.  While this list is intended to be an accurate reflection of the current job, Frontline Insurance reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change.

I have carefully read and understand the contents of this job description.  I understand the responsibilities and duties expected of me.  I also understand that this job description does not constitute a contract of employment nor alter my status as an at will employee.  I have the right to terminate my employment at any time and for any reason and Frontline Insurance has a similar right.

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