The team culture here is based on always helping each other for the benefit of the client.
We have experts in virtually every aspect of insurance and wealth management and we really rely on each other to make decisions in the best interest of our clients.
Positions Currently Available
CLIENT SERVICE AGENT
We’re looking for another dynamic individual to join our personal or commercial lines teams!
A Senior Client Service Agent, or CSA, will partner with Whitaker-Myers team members to assure quality service for all assigned accounts and others as necessary, must be knowledgeable in coverages and carriers we represent, must maintain and develop rapport with clients, underwriters, and coworkers, and will assist the sales team in developing/growing existing accounts.
Build sustainable relationships and trust with client accounts through open and interactive communication.
Handle client complaints, provide appropriate solutions and alternatives quickly, and follow up to ensure resolution.
Address and resolve client questions and issues via email, phone, or in person.
Collect appropriate information to re-quote coverage or policies, or to re-assess client services as requested.
Quote new business as necessary.
Process new business, endorsements, and renewal business including updating and maintaining information using our agency management system and provider systems for currently assigned accounts.
Assist with rounding out accounts by offering additional coverages/policies.
Set up policy binders for delivery to client; assembles proposals and other presentations for client and prospect meetings as needed.
Invoice premiums when necessary and assist with follow up on aged receivables if needed.
Keep manuals and carrier information up to date and retain knowledge of carrier and industry updates.
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards, etc.
Keep records of client interactions, process customer accounts and file documents.
Follow the organization’s communication procedures, guidelines and policies.
Go the ‘extra mile’ to engage customers.
Licensed Insurance agent – maintaining license and CE as required by state
Minimum 3 years’ experience in insurance
High school graduate or equivalent education or industry related training
Proficient in PC office products such as Word, Excel, etc.
Demonstrate strong organizational and project skills
Strong communication and interpersonal skills (written and verbal)
Act with responsiveness, urgency and professionalism in all matters
Proven customer support experience or experience as a client service agent
Strong phone contact and active listening skills
Customer orientation and ability to adapt/respond to different types of characters
Ability to multi-task, prioritize, and manage time effectively