Insurance - Customer Service

Cincinnati, OH
United States

American Heritage Insurance Group

1 to 50 employees

Company Info

Job description

Assist our current customers and prospects with all aspects of their relationships with American Heritage Insurance and the insurance company with which we have placed their policies.

Job Responsibilities Include:

  • Address customer needs on initial contact and if unable to personally resolve the issues, direct customer to the proper person or part of the organization in order to resolve it.
  • Make all Late Payment Calls in accordance with our Procedures.

  • Receive and record changes from customers via email, telephone and walk-in and give information to assigned agent to process change. Assist with the checking of these changes.

  • Receive and record information for new personal lines proposals and give to designated agent for quoting.

  • Communicate proposals for insurance with prospects and complete transactions for the purchase of insurance.

  • Receive and record information for new commercial lines quotes and give to designated agent for quoting.

  • Review Inspection/Underwriting Reports received from insurance companies and work with customers to resolve the identified issues or questions.

  • Assist with general office administration.

Experience and Education:

  • Property and Casualty License; if not currently licensed there is a requirement of licensing within 90 days.
  • Experience with certain insurance companies is a definite plus.
  • Experience with the Hawksoft client management system a definite plus.
  • Strong computer skills, including typing, is essential.
  • A thorough appreciation of customer service and sales environments is important.

Company Description

American Heritage Insurance Group is an independent insurance agency. We are seeking candidates for our Cincinnati, Ohio office.

Work location: Cincinnati, OH

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