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:
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:
Work location: Cincinnati, OH