26 Jun 2017
Full-Time Multiple Line Representative
NOTE: This job listing has expired and may no longer be relevant!
Job Description
- Calculate premiums, applicable discounts and other payments for products and services
- Prepare forms, applications, agreements and other paperwork to complete sales-related efforts and ensure policy requirements are fulfilled
- Explain payment method options to customers
- Pivot customers to another product line on the phone or in person
- Engage customers in small talk to build rapport
- Submit forms to underwriter to obtain coverage
- Attend agent team member training sessions, seminars and other programs to learn about new products and services and to acquire new skills
- Contact leads to inform them of products offered and to schedule appointments
- Send documents or other information to customers, operations center, underwriters, etc; using computer, mail or fax
- Handle policy changes and update customer/household information
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