Expectations For Licensed Service Agents:
Actively shopping our client renewal accounts to ensure that we are always providing updated coverage and the best rates available.
Demonstrate active listening, rapport building, empathy and solutions-focused problem solving when engaging with customers.
Creating and advising personalized insurance proposals based on the needs of the client.
Providing professional consultations with clients for their Service needs.
Effectively identifying other needs in client conversations so we can connect with our other departments to assist (i.e.: Life, Benefits, Title, Business).
Identifying claims situations and addressing with empathy, urgency and solutions-focused problem solving for our clients.
Retain continuous awareness of workflow and keep activity notations in compliance with agency procedures.
Frequently replenish job-specific knowledge and apply it on the field
Follow and apply policies and procedures for sales, notation and follow up processes.