Agency Customer Success Representative
Core
Support agency operations and policy sales by assisting clients with insurance coverage enrollment, addressing service inquiries, and maintaining policy status.
Role type
Customer Success Representative (Insurance Agency Operations)
Builds
Insurance policy coverage and client service workflows
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Property & Casualty insurance licensing, policy status management, new business onboarding, carrier documentation follow-up, inbound service handling, retention and renewal referral, product knowledge mastery
Preferred skills
Sales experience
Technologies
Computer systems for policy and carrier management
Responsibilities
Maintain up-to-date policy status, conduct welcome calls for new business, follow up on pending carrier requirements and documentation, receive and resolve inbound service calls and emails, refer renewal and cancel-save opportunities to retention or sales, support agency leadership with day-to-day business management
Seniority
Individual Contributor