Sales & Service Representative

Knowledge:

 Create a pleasant and positive experience for the customer.

 Create a pleasant and positive office environment.

 Take inbound phone calls through a phone queue.

 Be mindful of break and lunch times to ensure Preferred Link has proper phone coverage at all times.

 Keep all agency management systems updated.

 Customer information.

 Scanned copies of emails.

 Customer/Policy documents.

 Notate all transactions and communications.

 All systems notes and documents are expected to be current by close of business day every day.

Skills:

New Customers

Help the customer identify coverage needs and the coverage package they want to purchase.

Transfer information from agency management system to comparative rater to provide multiple competitive quotes the customer can evaluate and choose from.

Assist the customer in gathering all necessary information to bind and issue the coverage.

Recognize E&O exposures and use necessary methods to prevent and document the account. This may include the customer signing a waiver or notification. Escalate issues out of their authority to supervisor/manager.

Working with the customer and carrier to submit all documents required to have the policy issued.

Following up after the risk is bound to ensure policy was issued.

Initiating and following up on payment for new policies. The SSA is responsible for requesting and confirming payment is made on all new business.

Working with existing customers

Help existing customers that are making a service inquiry define their problem or need

Work with customer and carriers to resolve their problem or satisfy their need

Process endorsements

Process payments and assist with other financial issues pertaining to the insurance policy

Process insured requested cancellations

Work to avoid and resolve company cancellations and non-renewals

Order reports when needed

Respond and satisfy carrier requests within required timeframe

Stay up-to-date on carrier products and requirements

Stay up-to-date on Insure-Link policies and procedures

Education & Experience:

 Florida 4-40 insurance license (Required)/Florida 2-20 insurance license (Preferred)

 3 or more years of Property and Casualty insurance experience

 3 or more years of agency sales or service experience

 High School Diploma or equivalent