Ironside Insurance Group

• Assist prospects and clients with gathering information, completing applications, and working closely with underwriters to determine appropriate policy solutions, pricing, and product eligibility. • Provide exceptional customer service and follow-up by promptly responding to client calls and e-mails. • Aid in customer retention via multiple methods of contact and annual insurance policy reviews. • Proactively identify and process policy transactions and explain any resulting customer impact. • Assist with policy billing, including invoicing and tracking of agency billed payments. • Manage and utilize your time effectively to ensure the department meets required service levels for improved customer satisfaction results. • Working with existing clients on renewals, change requests and coverage questions. • Cross-selling additional insurance solutions as appropriate.

• Manage incoming leads provided by our producers and internal agency referrals • Make outbound calls & e-mails to these prospective clients • Quote new business across all carriers • Advise and educate prospects/clients on coverage, options and features • Input accurate information to ensure correct risk assessment and premium calculation • Field underwrites to ensure only binding appropriate types of risk for agency appetite • Track leads and progress throughout the quoting process and maintain appropriate follow-up • Cross-sell additional lines of business • Obtain referrals

• Provide exceptional customer service by promptly responding to inbound calls and e-mails. • Aid in customer retention via multiple methods of contact and annual insurance policy reviews. • Proactively identify and process policy transactions and explain any resulting customer impact. • Assist with policy billing issues, including evaluating and making decisions regarding payment plan exceptions and any applicable fees, including initiating alternate payment arrangements. • Cross-sell additional insurance solutions as appropriate, as well as assist in policy rewrites/remarkets. • Process personal lines E&S policy renewals and collect payment for agency bill accounts. • Manage and utilize your time effectively to ensure the department meets required service levels for improved customer satisfaction results.