Licensed Service Assist Agent

• Bonus based on performance
• Competitive salary
• Training & development

Job Summary:

The Service Assist Agent provides vital support to the Client Account Managers (CAMs) by handling the day-to-day service and administrative tasks that keep our agency running smoothly. This role is focused on accuracy, responsiveness, and proactive client care—ensuring clients experience world-class service at every touchpoint. While CAMs lead policy reviews and serve as trusted advisors, Service Assist Agents execute the operational tasks that maintain satisfaction, retention, and agency growth.

• New Client Onboarding:
  Assist with setup of new accounts, ensuring smooth transitions and first impressions.
• Billing & Payments:
  Manage billing inquiries, payment processing, and follow-ups with accuracy and professionalism.
• Policy Changes:
  Process endorsements, cancellations, reinstatements, and updates to existing policies.
• Cross-Selling & Lead Generation:
  Identify opportunities during client interactions and pass qualified leads to CAMs or Sales Agents.
• Documentation & Compliance:
  Maintain precise records in agency systems, ensuring compliance with industry and agency standards.
• Client Communication:
  Provide timely, friendly, and professional responses to everyday client needs (within same business day or 24-hour window).
• Team
  
  Collaboration:
  
  Work closely with CAMs and Sales Agents to ensure agency goals are met.

• Active Property & Casualty License
• Prior customer service or administrative experience (insurance preferred).
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Tech-savvy, with comfort in CRM and insurance management systems.
• Detail-oriented and process-driven, with a proactive mindset.

• Responsiveness:
  Handle all service requests by close of business (exceptions resolved within 24 hours).
• Accuracy:
  Ensure documentation and transactions are correct and compliant.
• Supportive Excellence:
  Relieve CAMs of administrative tasks so they can focus on policy reviews and client relationships.
• Cross-Selling Awareness:
  Recognize opportunities and hand off appropriately.
• Hospitality-Driven Service:
  Embody the agency’s values of honesty, empathy, and hospitality in every client interaction.

This is a remote position.