Policy Service Agent II

Works and completes all applications and processes necessary to tend to customer concerns and inquiries in an expeditious manner. Involves utilizing in-depth understanding of products and underwriting guidelines to collect customer information, evaluate and properly address individual risks including counseling customers on coverage or quoting additional lines of business; auditing and following up with customers to ensure completion of applications, open issues and policy changes. Provides policy verification as needed and services and maintains existing accounts via phone web service, and/or in person with multiple carriers in multiple states, to include quoting/cross-selling/up-selling of insurance products as well as handle all policy inquiries and changes. Interacts with Underwriters to respond to general questions or resolve complex underwriting policy issues. May resolve general billing inquiries and process basic payments. Completes project work as assigned.