Associate Account Representative Personal Lines – Dempsey & Siders Agency
| Company | American Financial Group |
|---|---|
| Location | Sharonville, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High School Diploma or equivalent.
- Insurance licensure required within 6 months.
- Business background or a related discipline preferred.
Responsibilities
- Develops in-depth product and industry knowledge.
- Becomes familiar with and utilizes computerized systems for tracking, documenting questions/responses, information gathering and/or troubleshooting.
- Develops skills and actively seeks information to understand customer’s circumstances, problems, expectations, and needs.
- Learns to interact with customers to provide information in response to routine inquiries (telephone, email, mail, etc.) about products or services.
- Builds relationships and favorable contacts with current Personal Line accounts.
- Becomes familiar with policies and procedures, as well as the business and organization.
- Responsible for basic personal lines insurance processing, such as downloading policies and pulling data from carrier websites, reviewing and processing cancellations and reinstatements, handling and processing mail for the Personal Lines team, reviewing policy renewals, assisting with claims, sending proofs of insurance, assisting with billing requests, processing endorsements, and reviewing policy expiration lists.
- Train to back up front desk/admin for agency (phones & mail).
- Performs other duties as assigned.
Preferred Qualifications
- Business background or a related discipline preferred.