We Search. We Find. You Save.
Policy Service Agent
Location
Alabama + 45 moreAll locations: Alabama | Alaska | Arizona | California | Colorado | Connecticut | Florida | Hawaii | Idaho | Illinois | Iowa | Kansas | Kentucky | Louisiana | Maine | Montana | Nebraska | Nevada | New Hampshire | New Jersey | New Mexico | New York | North Carolina | North Dakota | Ohio | Oklahoma | Oregon | Maryland | Massachusetts | Michigan | Minnesota | Mississippi | Missouri | Pennsylvania | Rhode Island | South Carolina | South Dakota | Tennessee | Texas | Utah | Vermont | Virginia | Washington | West Virginia | Wisconsin | Wyoming
Posted
23 hours ago
Salary
$44.5K - $70.8K / year
Seniority
Mid Level
Job Description
Policy Service Agent
AIS Insurance
• Under moderate supervision, works in a fast-paced professional call center environment providing excellent customer service to customers on both inbound and outbound calls. • Services and assists in maintaining existing Private Passenger Automobile, Homeowner and Commercial policies. • Work and complete all applications and processes necessary to tend to customer concerns and inquiries in an expeditious manner. • This 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, and provide policy verification as needed; servicing and maintaining existing accounts via phone 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. • Interact with Underwriters to respond to general questions or resolve complex underwriting policy issues. • Resolve general billing inquiries and process basic payments. • Utilize in-depth understanding of related products and systems knowledge to complete tasks independently and in a timely manner; completes project work as assigned.
Job Requirements
- Knowledge of customer service skills/customer-focused sales; strong persuasive ability required.
- Extensive knowledge of state-specific underwriting guidelines and Mercury’s underwriting protocols.
- Broad knowledge of Company policies and procedures
- Proficiency in Microsoft applications (Word, Excel, Outlook, etc.) and the ability to effectively utilize internal computer systems and applications
- Strong attention to detail and excellent organizational skills
- Strong written and verbal communication skills
- Strong technical skills
- Strong customer service skills and the ability to interact with our customers as well as our internal business units in a professional manner
- Ability to work in fast-paced environment, multi-task, be able to prioritize workflow, and organize various communications in a timely manner as needed
- Ability to analyze customer needs, problem solve and make sound business decisions.
- High School diploma or its equivalent
- Bachelor's degree a plus
- Active Resident General Lines Property & Casualty (P&C) license required
- Must be eligible to obtain licensing in all states
- Ability to obtain an appropriate P&C equivalent license in other Mercury states as required
- 2 years of directly-related Property & Casualty Insurance experience in a call center and/or customer service environment
- Bi-lingual (Spanish) preferred, but not required
- Mercury Insurance Group experience a plus
Benefits
- Competitive compensation
- Flexibility to work from anywhere in the United States for most positions
- Paid time off (vacation time, sick time, paid Company holidays, volunteer hours)
- Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
- Medical, dental, vision, life, and pet insurance
- 401 (k) retirement savings plan with company match
- Professional development & promotional opportunities
- Education assistance and training programs
- Company recognition program
- Mental wellbeing and caregiver support resources
Related Guides
Related Categories
Related Job Pages
More General Jobs
Scraping Team Lead – Web scraping, Anti-bot
Infatica.ioGlobal data intelligence partner offering advanced web scraping & ethical proxies. 🌎 Worldwide IP locations since 2019
• Lead the web scraping development team and become a technical leader • Drive architectural decisions and shape the future of the scraping infrastructure • Participate in team building by hiring backend, browser, DevOps, and QA engineers • Establish development and release processes • Ensure code quality control and technical decision oversight • Conduct anti-bot research and bypass techniques
• A modern, regularly renewed fleet equipped according to the latest safety and environmental standards • Holiday and sick-leave cover for your new colleagues within our modern fleet • Friendly colleagues and regular driver meetings • A respectful, collegial working environment with an open ear for your concerns • A dispatch team that treats drivers as equals, stands behind them and demonstrates that support • Area of operation: long-haul from the Frankfurt base
Mortgage Loan Officer – Hard Money
Park Place Finance, LLC - Hard Money LenderNMLS #367411 We are your nationwide private lender who specializes in Fix & Flip, Bridge, DSCR, and New Construction.
**POSITION OVERVIEW ** We are looking for a high-impact and experienced DSCR Loan Officer to join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors-specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. **RESPONSIBITLIES ** __Client Engagement __ - Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily. - Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, RTL, and DSCR loan offerings. - Deliver exceptional experience by providing clear, consistent updates throughout the loan lifecycle not only with borrowers but internal teammates & departments. __Loan Qualification & Structuring __ - Guide clients through the investment readiness process, including gathering financials, property details, and business plans. - Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process. - Complete company-provided sizing tools to structure loans in accordance with internal guidelines for an expedited closing. __Sales & Pipeline Management __ - Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options. - Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion. - Submit 1–2 qualified loan deals into processing each week with all required documentation. - Maintain full ownership of your sales pipeline, ensuring timely progression from origination to close. __Internal Collaboration __ - Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment. - Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders. - Collaborate on process improvements that support speed, scalability, and service excellence.
Loan Officer, Hard Money
Park Place Finance, LLC - Hard Money LenderNMLS #367411 We are your nationwide private lender who specializes in Fix & Flip, Bridge, DSCR, and New Construction.
• Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily. • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings. • Deliver exceptional experience by providing clear, consistent updates throughout the loan lifecycle not only with borrowers but internal teammates & departments. • Guide clients through the investment readiness process, including gathering financials, property details, and business plans. • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process. • Complete company-provided sizing tools to structure loans in accordance with internal guidelines for an expedited closing. • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options. • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion. • Submit 1–2 qualified loan deals into processing each week with all required documentation. • Maintain full ownership of your sales pipeline, ensuring timely progression from origination to close. • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment. • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders. • Collaborate on process improvements that support speed, scalability, and service excellence.



