• Ability to elicit an client’s needs with speed and composure • Answer questions for the clients specific to service inquiries and resolving problems • Have a passion to deliver top quality service • Able to navigate the Web and provide web-based documents to clients as needed • Be computer literate and efficient in Word, Excel • Provide input and support on new product and sales processes • Participation on Team and Individual Meetings • Outbound and Inbound calls

• Investigate, evaluate, negotiate, and adjust low to moderately complex auto claims involving third party injuries • Confirm coverage is active for the loss • Investigate which party is liable for a loss by researching applicable laws and regulations • Interview various parties involved in the loss, analyzing damage photos and reviewing police reports • Negotiate and settle injury claims with claimants or policyholders or with attorneys representing them • Provide claims service via various channels to members and third-party customers • Seek guidance from team members to resolve issues and identify appropriate issues for escalation • Partner with vendors and internal business partners for claims resolution

• Handle insurance sales remotely • Provide customers with suitable financial products • Collaborate using a state-of-the-art CRM system • Participate in training and mentorship programs

• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team