Great people build great results
Summary: We expect a Bilingual customer service and operational management, with excellent communication skills and the ability to interact with prospects and clients, identify opportunities, follow up effectively and work collaboratively with licensed agents.
Main Accountabilities:
- Support agents with quoting, binding, policy issuance, and underwriting processes.
- Handle client and agent requests related to policy servicing, endorsements, certificates and billing.
- Proactively manage the Book of Business, identifying cancellation risks and retention opportunities.
- Follow up on outstanding payments, notices of cancellation and policy renewals.
- Manage the renewal process and contribute to retention targets.
- Keep policy, client, and activity information accurate and up to date in company systems.
