About this role
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Serve as the main point of contact for existing policyholders via email (primary) and phone using a dedicated work number and email
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Handle backend policy servicing, including coverage increase requests and beneficiary changes
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Prepare, submit, and track certificate requirements and other carrier documentation
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Onboard newly sold clients: set up their records, send welcome communications, and share the work number and email so they can reach the office directly
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Make outbound calls to clients for follow-ups, missing documents, and status updates
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Coordinate with insurance carriers on pending requests and policy changes
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Escalate sales opportunities and complex policy questions to the broker
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Provide friendly, professional support to clients, many of whom are homeowners