Agency Customer Success Representative

Summary

AWL is a customer acquisition marketing company serving the US insurance industry. The Agency Customer Success Representative supports agency and policy sales operations by helping clients obtain insurance coverage, answering enrollment and service inquiries, maintaining policy information, and assisting agency operations leadership.

Responsibilities

• Maintain up-to-date policy status
• Conduct welcome call on all new business
• Follow-up on pending carrier requirements and documentation
• Receive inbound service calls and emails and work as necessary
• Refer renewal and cancel save opportunity to retention or sales as necessary
• Work with Sales and Agency Operations leadership to meet strategic goals and execution requirements

Skills

• A valid Property and Casualty Insurance License is required for this full-time remote position
• Valid General Lines or Personal Lines Property & Casualty Insurance License
• Excellent customer service skills
• Proven track record of achieving objectives
• Excellent listening and comprehension skills with attention to detail
• Ability to develop mastery of product knowledge and application process details
• Excellent computer skills
• Strong desire to win in the marketplace and achieve excellent results against challenging goals
• Experience in Sales a plus

Qualifications

Must Haves

• A valid Property and Casualty Insurance License is required for this full-time remote position
• Valid General Lines or Personal Lines Property & Casualty Insurance License
• Excellent customer service skills
• Proven track record of achieving objectives
• Excellent listening and comprehension skills with attention to detail
• Ability to develop mastery of product knowledge and application process details
• Excellent computer skills
• Strong desire to win in the marketplace and achieve excellent results against challenging goals

Nice to Haves

• Experience in Sales a plus

Benefits

• Full-time remote position
• Outstanding benefits
• A fabulous, fun, collaborative environment that allows our people to be their best