Insurance Account Technician

*Mission of the Personal Lines Account Technician* To serve the customer base so extraordinarily that clients tell their friends and family about the agency.
By using rapport building and excellent communication skills, this role will work to solve clients’ problems effectively and efficiently.
This includes being the first line of defense on all service items and only passing on the ones that require a licensed agent.
Proactively work with the team to relentlessly support the Account Managers.
*Desired Outcomes of this Role* * Handle daily downloads first thing in the morning * Quickly send Auto ID cards and handle mortgagee clauses * Handle daily printing, scanning and faxing for the entire personal lines team * Handle basic billing questions (where to pay, who to pay, what to pay) and pass any higher level questions to the account manager * Work to get clients on EFT or Pay in full payment options * Call late payment notices 3 days before cancellation * Relentlessly work to update contact information on each and every call * Enter data into the agency management system and/or rater * Be the first to answer all phone calls and diligently screen the calls.
Handle any service tasks to defend the account manager team * Proactively work with account managers to take work from their desks that can be handled within your role * Clearly and effectively communicate to the clients to manage expectations both via the phone and email.
This includes taking a proactive approach * Ask clients for Google reviews and educate them on the agency’s referral program * Take agency claims and warm transfer them to the carrier *Principles* * Address difficult issues professionally and quickly * Listen to learn and strengthen the agency * Be relentlessly positive with the team and see their potential when they cannot * Outlast the suck of adopting change * Be driven to achieve the agency’s goals *Critical Competencies* *Efficiency* Able to produce significant output with minimal wasted effort.
*Honesty/Integrity* Does not cut corners unethically.
Earns trust and maintains confidences.
Does what is right, not just what is easy.
*Intelligence* Learns quickly.
Demonstrates ability to quickly and proficiently understand and absorb new information.
*Flexibility/Adaptability* Adjusts quickly to changing priorities and conditions.
Copes effectively with complexity and change.
*Calm Under Pressure* Maintains stable performance when under heavy pressure or stress.
*Enthusiasm* Exhibits passion and excitement over work.
Has a can do attitude.
*Work Ethic* Possesses a strong willingness to work hard and sometimes long hours to get the job done.
Has a track record of working hard.
*High Standards* Expects personal performance and team performance to be nothing short of the best.
*Openness to Criticism and Ideas* Often solicits feedback and reacts calmly to criticism or negative feedback.
*Listening Skills* Lets others speak and seeks to understand their viewpoints.
*Communication* Speaks and writes clearly and articulately without being overly verbose or talkative.
Maintains this standard in all forms of written communication, including emails.
*Teamwork* Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
Job Type: Full-time Pay: From $45,000.
00 per year Benefits: * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Weekly day range: * Monday to Friday Work setting: * In-person * Office License/Certification: * Property & Casualty License (Required) Work Location: In person