Client Service Agent

Where

Greenville, SC

What you'll be doing

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Process new and renewal business changes, including updating and maintaining information using computer automation. Address and resolve client questions and issues. Receive phone calls and walk in clients. Maintain customer files according to procedures. Assist in preparation of new and renewal proposals stewardship reports, service plans, comparisons and demonstrates creativity in presentation style. Invoice premiums and assists with follow up on accounts receivables issues according to company procedures. Set up policy notebooks for delivery to client assembles proposals and other presentations for client and prospect meetings. Support service and production team in reaching overall agency revenue and retention goals. Keep manuals and carrier information up to date and retains knowledge of carrier and industry updates. Maintain renewal process and meets deadlines. Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards. Learn and masters tools used for new client development and retention. Assist with all aspects of marketing as needed. Take report and monitor claims (if applicable). Contact clients for collection of premiums as necessary and as according to company procedures.

What your background should be

Strong organizational skills. Grade assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business. Proficient in PC office products such as Word, Excel and Microsoft Outlook Is proficient in utilizing resources and software to generate reports and/or other requested information. Must have state issued agent's license. Demonstrate strong organizational and project skills. Strong communication and interpersonal skills (written and verbal).

Required Schooling / Training

High school graduate or equivalent education or industry related training.

Who is the client company

Concern about finance, investments, and insurance services.

If you are interested in this position, send your resume to apply@kochdavis.com