Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
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Review applications for insurance and evaluate applications to determine whether to accept or decline coverage based on established underwriting guidelines. Determine the level of coverage to be offered and appropriate pricing based on the exposures presented and individual risk characteristics. Assess excessive risks and determine value of policy to ensure safe and profitable distribution of risks.
Serve as a first responder and member of a dedicated catastrophe (CAT) claims team at COUNTRY Financial. Investigate and settle personal and commercial lines property claims in the field, maintaining on-call availability and deploying to catastrophe areas. Requires extensive travel and a 10-day work schedule with 4 days off. When not on CAT duty, assist with workload in a claims office.
Using various systems and standard operating procedures, you'll collaborate with vendor partners to gather information for P&C insurance products. Responsibilities include maintaining compliance documentation, communicating with stakeholders, ensuring service delivery, and engaging in continuous improvement initiatives.
This newly created role is instrumental in delivering an outstanding claims proposition, managing claim handling providers, and deriving insights from complaints to drive target outcomes on our insurance portfolio. You will manage day to day claims referrals and make technical decisions. You'll report directly to the CEO for UWI.
Responsible for overall supervision of a claims department by managing the team, ensuring the clientβs needs are met, and all claims are being managed in accordance with Keenanβs policies and procedures. Maintain a high level of high client retention and satisfaction. Review and approve settlements and reserve changes.
Assist clients with their home and auto insurance needs by answering coverage questions and offering personalized advice, as well as setting up new policies or completing policy modifications. Deliver outstanding customer service, maintain accurate records of client interactions, and collaborate with the customer service and sales team to achieve team objectives.
Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMeβs digital platform and your product knowledge. You will speak with customers to answer questions and guide them through the buying process and manage a high-volume pipeline. Recommend the right coverage based on customer needs, using a clear and honest consultative approach.