Job Title: Personal Lines Customer Service Advisor

Salary: 45 - 55k

Location: Allentown, PA

Work arrangement: Onsite

About Avenica

Avenica is a career-launching platform that uses data science, behavioral psychology, and performance coaching to unleash human potential and launch careers. By getting to know candidates beyond a resume and uncovering individual potential, we propel careers across the U.S. At Avenica, we put candidates first by advocating for them through the application and interview process. Learn more about Avenica and how we can support your job search at www.avenica.com.

Primary functions:

1. Handles existing client’s processes, renewals and rewrites.
2. Provide in-house customer service to clients as requested.
3. Ask for Cross Sells and Up Sells.
4. Educates clients on coverage, technology and ease of doing business.

Responsibilities:

1. Market existing business for cross sells and up sells, transferring cross sells to the Personal Insurance Producer.
2. Input customer applications into the agency management system from the carrier rating applications on manually entered policies. (99% of policy are downloaded thru IVANS)
3. Assemble application(s), photos, appraisals, etc. to be submitted to the insurance carriers for policy issuance and Document in AMS360 Activity.
4. Check new and renewal polices for accuracy in rating, key-entry, coverage and signatures and activity as Electronic documents. Ensure that these items are delivered and/or mailed to client. If renewal comes in over 15% or higher, research savings alternatives. (Discounts, deductible, rewrite, etc.)
5. Monitor renewal process by verifying all policies pulled up in AMS have been renewed, rewritten, etc.
6. Receive phone calls from clients regarding insurance, claims, evidence of insurance, or policy issues and
7. respond to requests.
8. Maintain and update client suspense system, follow up on outstanding orders, correspondence, reports,
9. and items.
10. Handle carrier interfacing per agency standards.
11. Pick-up and service mail daily, by scanning, documenting to activity and reaching out to clients.
12. Update AMS for cancellations, reinstatements. Input past due notices, scan and activity.
13. Follow-up on photo requests, request for additional information, etc.
14. Handle out in correspondence between carriers, agency and insured.
15. Review Daily Company Download, updating the description for all policy changes ,cancellations ,etc.
16. New Claims, provide the client with an email or postcard with the adjuster claims contact information.
17. Be familiar with and follow agency E&O guidelines.
18. Maintain electronic files in an orderly, up-to-date manner. Label all attachments per Personal Lines
19. Process Manual.
20. Perform special projects at management’s request.

Qualifications:

1. Must be a self-starter, imaginative and creative with good communication skills both verbal and written. Should have thorough understating of personal lines underwriting and coverage.
2. Minimum two years’ experience in similar position is desirable. Must be licensed per state requirements.
3. Must be have computer experience, AMS360 & Outlook a plus.
4. Accurate data entry.

Benefits:

1. PTO/ Sick time off
2. 401k and matching
3. Health/Life Insurance
4. Company outings/get togethers

Our Process:

Upon completing the application, you will be prompted to complete our HAALO assessment. HAALO is simply a way for us to understand your preferences, behaviors, and work styles. The assessment is the final step in our application process.

Avenica is committed to providing equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.

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