Customer Service/Insurance Agent - New Member Sales
Company: Armed Forces Insurance
Location: Kansas City
Posted on: September 14, 2018
Customer Service/Insurance Agent Starting Pay $41-48k, depending on experience Our Company: Since 1887, Armed Forces Insurance (AFI) has existed with a single, unwavering purpose: To protect the people who protect our nation. For more than 130 years, weve provided home insurance, renter insurance and auto insurance and much more to our members. We proudly serve active, retired and former military personnel, their families and civilian Department of Defense employees. AFI is a family friendly organization offering competitive compensation, an outstanding work environment and great benefits. AFI is headquartered in Leavenworth, Kansas approximately 20 minutes from the Legends. SUMMARY Responds to and initiates face-to-face, telephone, email, and written communications with policyholders/ prospects for the purpose of selling and servicing AFI (includes AFI and AFIA) products. KEY ACCOUNTABILITIES Operating within specified call volume parameters, delivers timely and accurate responses to inquiries from current and prospective policyholders Consistent with underwriting standards, generates new policyholders and upgrades coverages of current customers by effectively promoting AFIs products and services ESSENTIAL FUNCTIONS Gathers required information from policyholder and computer systems in order to provide appropriate and accurate response that is consistent with established AFI policies and procedures; Conducts assessment of current or prospective risk in order to provide a recommendation of acceptance through AFI, additional underwriting review, or declination of risk; Makes outbound calls to customers or interested third parties to provide or obtain additional information, follow up on previous contacts, or provide counsel on insurance decisions; Promotes issuance of coverage (or upgraded coverage) with AFI by responding to the policyholder/prospects insurance needs and providing solutions consistent with AFIs business and underwriting requirements; Collects and transmits to appropriate AFI premiums generated by new business and installment payments. Takes collections action relating to non-sufficient funds checks received in payment for Agency partner policies; Maintains current knowledge of appropriate state requirements and AFI policy terms to assure regulatory compliance and accuracy of information provided to customers; Utilizes AFI systems and software to create and distribute required documentation (both system and hard-copy) relating to completed actions; Performs other duties as assigned in support of the unit and company objectives. QUALIFICATIONS EDUCATION Associate Degree or 60 college credit hours EXPERIENCE One year of satisfactory job performance as an Agent Assist I or II (or equivalent) with AFI, two years of customer service experience in a financial services environment, or currently a licensed representative in a property/casualty insurance company (BA/BS Degree may be substituted for this requirement) LANGUAGE SKILLS Competent written communications skills Excellent verbal communications skills, to include a courteous, confident demeanor and appropriate use of grammar and vocabulary Ability to communicate telephonically moderately complex insurance terminology to policyholders in a clear and concise manner Working knowledge of MS Outlook, Excel and Word Keyboard skills of at least 35 wpm Ability to learn to utilize AFI computer systems and software for data access and entry MATHEMATICAL SKILLS Ability to perform basic math functions to include calculation of percentages and ratios REASONING ABILITY Ability to quickly gather facts and information needed to determine appropriate action policyholder requests Demonstrates sound judgement and decision-making skills Ability to accomplish work according to established priorities and procedures PROFESSIONAL CERTIFICATIONS, LICENSES, REGISTRATIONS Successful completion within 90 days of standardized training in Principals of Insurance, Dwelling Coverages, Personal Auto Coverages and Homeowner Coverages Ability to obtain the domicile state agents license within 90 days in the position, and to maintain an unrestricted license thereafter Completion of API designation or equivalent professional designation within 33 months in the position if incumbent did not have prior experience in a position with this requirement PHYSICAL DEMANDS / WORK ENVIRONMENT The work is primarily sedentary. The employee will generally be seated to perform the work, but will also do some walking, standing, bending, and carrying of light items (less than 10 lbs.). The noise level of the work is low. The area is adequately lighted, heated, and ventilated. The working hours will be traditional business hours. Incumbent must be able to work a flexible schedule and overtime as required.
Keywords: Armed Forces Insurance, Kansas City , Customer Service/Insurance Agent - New Member Sales, Sales , Kansas City, Kansas
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