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Licensed Insurance Representative

Company: Wellspring Insurance
Location: Fort Lauderdale
Posted on: May 3, 2021

Job Description:

**This is a W2 position and there is a base compensation plus commission.**

Wellspring Insurance is growing and were adding an outgoing and professional Insurance Customer Service Representative to join our team! If youre an organized and talented professional with a passion for the insurance industry, then were interested in speaking to you. Your goal as a Wellspring Insurance Customer Service Representative will be to corresponded with our current customers or agents to obtain and/or relay information regarding account status or changes. You will take care of policy payments renewals and electronics signatures and handle processing data such as mortgagee causes and other office needs.

Your work will include maintaining records, developing payment methods, and distributing policy proceeds. In addition to having excellent communication skills, our ideal candidate will also demonstrate outstanding interpersonal and detail-oriented skills.

Responsibilities:

  • Organize and maintain electronic policyholder records
  • Review and verify information on insurance applications and policies
  • Identify customer events and needs to modify, update, and process existing policies and claims
  • Notify insurance agent and accounting department of policy cancellations
  • Examine and edit letters from policyholders and/or agents, insurance applications, and other company documents
  • Verify information on applications for policy reinstatement and approval eligibility
  • Obtain proof of policy cancellations per customer request
  • Utilize knowledge of products to assist new and existing customers with product acquisition
  • Assist with renewals assist with payments for policies cross-selling and more

Qualifications and Skills

In lieu of a list of qualifications and numbers of years' experience, we'll say:

This is really about personality .

That said, some experience as a professional is required, as we're seeking an independent leader who holds a 220 or 440 insurance license is preferred.

Job Type: Full-time

Job Requirements:

  • Organize and maintain electronic policyholder records
  • Review and verify information on insurance applications and policies
  • Identify customer events and needs to modify, update, and process existing policies and claims
  • Notify insurance agent and accounting department of policy cancellations
  • Examine and edit letters from policyholders and/or agents, insurance applications, and other company documents
  • Verify information on applications for policy reinstatement and approval eligibility
  • Obtain proof of policy cancellations per customer request
  • Utilize knowledge of products to assist new and existing customers with product acquisition
  • Assist with renewals assist with payments for policies cross-selling and more

Keywords: Wellspring Insurance, Fort Lauderdale , Licensed Insurance Representative, Other , Fort Lauderdale, Florida

Click here to apply!

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