Team Focus Insurance Group, LLC – City of Dawn, FL
Classification: Non-Exempt
Stories To: Supervisor or Supervisor, Program Administration
Based mostly in Dawn Florida, with a secondary location in Sarasota Florida, Team Focus Insurance Group (Team Focus) serves the property and casualty (P&C) insurance business, most prominently by way of subsidiaries which embrace MacNeill Group (MGA, wholesale dealer,
and firm/program management), Focus Applied sciences (core administration software program options and BPO providers) and Capability Insurance Firm (danger).
Team Focus is a privately held firm, with over 400 beneficial group members. We’re making certain your success by placing virtually 70 years of insurance expertise to work each day. Our distinctive, worth-oriented strategy to enterprise is only one means Team Focus demonstrates
true dedication to progress via the collaborative success of clients, companions and group members. We’re in search of knowledgeable to hitch a workforce the place collaboration is rewarded and the place the success of the group is shared with our group.
POSITION SUMMARY:
The Insurance Buyer Service Representatives/Gross sales Agents assists members within the sales and buy of insurance insurance policies within the state of Florida. Develops, helps and maintains relationships with shoppers of the group with regard to their insurance
insurance policies and offers distinctive service in responding to their questions and considerations by performing the next duties.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Develops profitable shopper relationships by way of the phone and ensures the very best degree of shopper service with regard to insurance coverage protection.
Prepares personalised insurance quotes and closes sales.
Along side sales, should be sure that all trailing paperwork are acquired.
Liable for comply with-up correspondence, together with making outbound calls.
Acts because the shopper’s advocate and counselor to make sure their questions and considerations are addressed in a well timed and professional method.
Recommends and binds the most effective insurance choices for the shopper.
Takes possession of every name, dealing with till decision is reached; consists of comply with-up as mandatory to make sure the actions promised to caller are accomplished.
Perceive and appropriately makes use of a number of processing methods and paperwork in accordance inside firm requirements. Should have thorough information of Score, Guidelines and Procedures; might embrace, however not restricted to questions regarding danger eligibility, submission,
standing, score, premiums, cancellations and/or reinstatements.
Performs specialised features and tasks in accordance with departmental guidelines and laws.
Processes insurance policies and/or modifications inside permitted authority degree.
Performs transactions in accordance inside firm, shopper and service parameters together with guide charges, tips and procedures.
Critiques, organizes and forwards info to different areas for dealing with or consideration. Offers again-as much as the Member Providers Affiliate group with coverage help as wanted.
CANDIDATE SKILLS:
(Supervisor’s Specs)
CANDIDATE QUALIFICATIONS:
Affiliate’s or Bachelor’s diploma from a 4 yr school or college, enterprise diploma most popular; or two (2) to 4 (Four) years Company expertise in Private Strains together with householders and different strains; or equal mixture of schooling and expertise.
Should have thorough information of Property/Casualty Insurance operations and coverage parts. Expertise with Residents Insurance most popular.
Present and lively 2-20, Four-40 licenses or the power to acquire such inside time-frame established by the corporate.
Means to learn, analyzes, and interprets common enterprise periodicals, skilled journals, technical procedures, or governmental laws. Capability to write down studies, enterprise correspondence, and process manuals. Capability to successfully current info
and reply to questions from teams of managers, and shoppers. Bilingual (English and Spanish) language expertise most popular.
To carry out this job efficiently, a person ought to have a working information of Microsoft Workplace purposes to incorporate Phrase, Excel, PowerPoint, and Outlook and Web browser purposes. Should be capable of use a spread of workplace gear, together with
scanner, copier, fax machine, and calculator.
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