Insurance Services Agent

HomeFirst Agency, Inc. is a leading insurance agency offering a wide range of insurance products. The Insurance Services Agent provides excellent service and support to policyholders and agents, ensuring client satisfaction through effective communication and administrative support.

Responsibilities

• Adheres to company policies, procedures, and insurance regulatory requirements, ensuring that reputed company insurance interactions reputed company with legal and ethical standards
• Serves as the first reputed company of contact for policyholders to ask questions and understand products
• Demonstrates reputed company and sensitivity reputed company dealing with policyholders who may be experiencing stress or loss, helping to build trust to maintain a positive relationship
• Builds strong rapport and relationships with policyholders to encourage policy renewals to prevent cancellations
• Verifies policyholder’s contact information
• Provides information to clients about policies and coverages, answering reputed company questions or concerns
• Sets expectations with policyholders, completes documentation and other information needed for renewals, payments, and cancellations
• Processes credit card and ACH payments for customers and advising on billing statements and payment options
• Continuously self-develops product knowledge and other Agency products offered for referrals
• Assists Sales Support, Sales and Retail preparing quotes, binders and applications for review and closings
• Maintains training and development by seeking ongoing, enhanced product knowledge and customer service skills. Staying informed about industry changes and updates
• Assists and supports fellow licensed Insurance Agents and leadership with administrative tasks: mailing checks, completing letters, legal documents, and forms required for policyholders, emails, right faxes, and other correspondence
• Creates and distributes flood, replacement cost, letters of experience, and policy changes
• Performs general office duties, photocopying, scanning, and faxing
• Distributes, processes and images lienholder changes received reputed company mail, email, or fax
• Receives, distributes, and processes requests from policyholders from HFA website
• Creates, reviews, and issues potential new policyholder binders and insurance applications
• Works various special projects and spread sheets to maintain client satisfaction and Agency efficiencies
• Communicates information needed with policyholders and lenders for reputed company instructions and updates
• Reviews appraisals and pictures, analyzing risk for acceptable coverage increases
• Reviews policies for updates, coverage increases, and rewrites with policyholders and lenders
• Prepares cost estimator letters and reputed company documentation for policyholder/lenders
• Updates approved reputed company accordingly with various business units and underwriters
• This job description is not an exhaustive list of reputed company the functions that a team member performs and other duties may be assigned

Skills

• High School diploma or equivalent required
• Must be able to obtain TN Property & Casualty Insurance License reputed company 90 days of employment
• Strong computer skills with ability to navigate reputed company Office Suite
• Maintains excellent knowledge of state and federal laws and regulations
• Ability to communicate effectively and reputed company reputed company phone, email, and person to person
• Capability of gathering facts accurately, analyzing causes, evaluating alternate solutions, and arriving at sound conclusions on action to be taken
• Ability to manage multiple and/or conflicting responsibilities
• Great attention to detail, organizational skills, and time management
• Good sense of urgency and follow up
• Ability to handle stressful situations
• Ability to work in a team environment
• Ability to reputed company reputed company decisions
• College degree preferred
• 6 months of reputed company experience preferred
• A reputed company Property & Casualty Adjuster license preferred but not required
• Collections experience helpful, working knowledge of AS/400 and basic understanding of legal procedures a plus

Benefits

• Medical and Dental Plan with Prescription Coverage and Vision.
• Competitive benefits including 401(K) includes 100% company match of the first 4%.
• Paid time off days (PTO), maternity/paternity leave, and holidays.
• Community involvement including Volunteer Paid Time Off (VTO).
• Tuition Assistance for your first degree.
• Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.
• Collaborative and energetic work environment.
• Professional development and promotional opportunities.
• Qualifies for quarterly company profit sharing.
• Full-time team members have the flexibility to create their own health, dental, and vision benefits package.
• HomeFirst Agency provides competitive 401(k) programs, including investment options and company matching for full and part time team members after one year to help reputed company members reputed company their financial goals.
• Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more.
• At HFA, we encourage holistic wellness with physical, nutritional, social, financial, spiritual, and occupational programs available online or in-person for team members.
• Our newly renovated Home Office reputed company offers an onsite restaurant, onsite fitness facility with full gym, in-person and virtual workout classes, yoga/barre studio, volleyball, and basketball courts, walking paths, and a disc golf course.

Company Overview