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New Policy Validation Consultant I (Agency Care Consultant I)

Job Description

Infinity Insurance Company is a leader in bringing specialized automobile insurance programs to the marketplace.  We deliver innovative products and services that are designed to meet the diverse and evolving insurance needs of consumers.


When we named our company 'Infinity' we knew it was a bold title. Infinity means without end. For more than 50 years, Infinity has done justice to its name, searching for every possible way to offer the best service. The key to our ongoing success is excellence. We strive for excellence in every detail, from our policy offerings and insurance products to our hiring and training programs. We don't take excellence for granted. All of our hard work has paid off.  We consistently outperform the industry by making auto insurance more accessible, easier to understand and affordable. 




ABOUT THIS POSITION



PURPOSE OF POSITION:

Serves as the primary application fulfillment and retention resource for Infinity Agency across various carriers.
SPECIFIC ACTIVITIES:

  *1.     Reviews all new business applications for completeness and prepares them to be sent to customers as needed.

  *2.     Requests additional information from customers when necessary.

  *3.     Assists customers with electronic signature process when applicable to drive application fulfillment.

  *4.     Schedules and places call-backs to ensure customer signature has been obtained.

  *5.     Assists with tracking, collecting, and documenting receipt of all required information and documents from new business customers.

    6.     Forwards documents as needed to appropriate personnel.

    7.     Completes Form letters and memos, templates, and envelopes as necessary.

    8.     Documents various internal records and reports as needed.

    9.     Advises supervisors of questionable risks.

  10.     Performs general clerical duties as assigned.

  11.     Perform all other duties as assigned.

*12.     Must have regular and predictable attendance.
WORKING RELATIONSHIPS:

INTERNAL:    Interacts with Direct Sales and I-CARE staff as well as supervisory personnel.    

EXTERNAL:   Interacts daily with policy holders.                                                
SUPERVISION EXERCISED:       None
SPECIALIZED KNOWLEDGE AND/OR SKILL REQUIREMENTS:

High school diploma or equivalent required. Six (6) months previous customer service experience required. Call Center experience preferred. Good verbal and written communication skills required to represent the agency in a professional manner. Pleasant telephone demeanor, and multitasking skills required. Must be able to speak, read and write both English and Spanish proficiently. Must be well organized with ability to prioritize work and perform job duties in an accurate, timely manner. PC experience required with typing speed of 35 wpm and less than 5% error ratio. Proficiency with 10-key adding machine preferred. Knowledge of insurance laws and coverage is preferred. Above average initiative and independent thinking skills preferred.
SPECIAL DEMANDS OR WORKING CONDITIONS:

1.   Requires dealing with irate or difficult people at times.

2.   Work schedule may fluctuate based on business need.

3.   Requires long periods of telephone contact.                 


_______________________________________________________________________________________________________

All the above accountabilities and activities indicated with an asterisk (*) are essential job functions for which reasonable accommodation will be made.  All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently.  This job description is not to be construed as an exhaustive statement of duties, responsibilities or requirements.  Employees will be required to perform any other job-related instructions as requested by their Supervisor, subject to reasonable accommodation.
Employees understand our commitment to a positive work environment and dedication to the utmost in service. Advancement opportunities include skill training and career paths for many positions.  We take the time to get to know our customers and recognize the importance of building long-term relationships – with our business clients as well as our hardworking employees.


Come see why our team gets the job done right and has fun doing it!

Job Requirements

 

Job Snapshot

Location US-TX-McAllen
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Other
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Company Overview

Infinity Property & Casualty

When we named our company "Infinity" we knew it was a bold title. Infinity means without end. We set very high standards for ourselves because we know what our name means for our customers. It means endless possibilities, continuous customer care, all-encompassing policies, and an unwavering commitment to policy holders.For more than 50 years, Infinity Auto Insurance has done justice to its name, searching for every possible way to offer the best service. Learn More

Contact Information

US-TX-McAllen
Snapshot
Infinity Property & Casualty
Company:
US-TX-McAllen
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Other
Store Type:

Job Description

Infinity Insurance Company is a leader in bringing specialized automobile insurance programs to the marketplace.  We deliver innovative products and services that are designed to meet the diverse and evolving insurance needs of consumers.


When we named our company 'Infinity' we knew it was a bold title. Infinity means without end. For more than 50 years, Infinity has done justice to its name, searching for every possible way to offer the best service. The key to our ongoing success is excellence. We strive for excellence in every detail, from our policy offerings and insurance products to our hiring and training programs. We don't take excellence for granted. All of our hard work has paid off.  We consistently outperform the industry by making auto insurance more accessible, easier to understand and affordable. 




ABOUT THIS POSITION



PURPOSE OF POSITION:

Serves as the primary application fulfillment and retention resource for Infinity Agency across various carriers.
SPECIFIC ACTIVITIES:

  *1.     Reviews all new business applications for completeness and prepares them to be sent to customers as needed.

  *2.     Requests additional information from customers when necessary.

  *3.     Assists customers with electronic signature process when applicable to drive application fulfillment.

  *4.     Schedules and places call-backs to ensure customer signature has been obtained.

  *5.     Assists with tracking, collecting, and documenting receipt of all required information and documents from new business customers.

    6.     Forwards documents as needed to appropriate personnel.

    7.     Completes Form letters and memos, templates, and envelopes as necessary.

    8.     Documents various internal records and reports as needed.

    9.     Advises supervisors of questionable risks.

  10.     Performs general clerical duties as assigned.

  11.     Perform all other duties as assigned.

*12.     Must have regular and predictable attendance.
WORKING RELATIONSHIPS:

INTERNAL:    Interacts with Direct Sales and I-CARE staff as well as supervisory personnel.    

EXTERNAL:   Interacts daily with policy holders.                                                
SUPERVISION EXERCISED:       None
SPECIALIZED KNOWLEDGE AND/OR SKILL REQUIREMENTS:

High school diploma or equivalent required. Six (6) months previous customer service experience required. Call Center experience preferred. Good verbal and written communication skills required to represent the agency in a professional manner. Pleasant telephone demeanor, and multitasking skills required. Must be able to speak, read and write both English and Spanish proficiently. Must be well organized with ability to prioritize work and perform job duties in an accurate, timely manner. PC experience required with typing speed of 35 wpm and less than 5% error ratio. Proficiency with 10-key adding machine preferred. Knowledge of insurance laws and coverage is preferred. Above average initiative and independent thinking skills preferred.
SPECIAL DEMANDS OR WORKING CONDITIONS:

1.   Requires dealing with irate or difficult people at times.

2.   Work schedule may fluctuate based on business need.

3.   Requires long periods of telephone contact.                 


_______________________________________________________________________________________________________

All the above accountabilities and activities indicated with an asterisk (*) are essential job functions for which reasonable accommodation will be made.  All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently.  This job description is not to be construed as an exhaustive statement of duties, responsibilities or requirements.  Employees will be required to perform any other job-related instructions as requested by their Supervisor, subject to reasonable accommodation.
Employees understand our commitment to a positive work environment and dedication to the utmost in service. Advancement opportunities include skill training and career paths for many positions.  We take the time to get to know our customers and recognize the importance of building long-term relationships – with our business clients as well as our hardworking employees.


Come see why our team gets the job done right and has fun doing it!

Job Requirements

 
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New Policy Validation Consultant I (Agency Care Consultant I) Apply now