Cooperative of American Physicians, Inc.
CAP seeks a customer service professional who is detail-oriented and possesses a Life/Health License to manage and participate in sales and sales activities for assigned product(s) or book(s) of business. Will assist management in identifying and implementing best practices for insurance sales, marketing, and client services.
Essential Duties and Responsibilities
Provide customer service by assisting the Sr. Account Executive and Account Executive in the initial processing of new and existing business including follow up calls, member invoicing, routing emails, and answering phone calls.
Handle policyholder service requests, e.g., billing, coverage, claims, cancellations, policy changes, change of address, and related service issues as appropriate.
Assist Sr. Account Executive and Account Executive in the sales process for designated personal lines and commercial lines products.
Enter and maintain up-to-date client and policy information using the agency management system. Support other agency management system upgrades, protocols, training, and implementation.
Coordinate correspondence and follow-up for pending individual personal lines and commercial lines products.
Support all marketing campaigns acting as initial contact person to facilitate customer requests.
Continually conduct cross selling activities and establish other product line expiration dates. Set up appropriate diaries in the agency management system.
Solicit feedback from customers regarding satisfaction with agency products and services.
Provide backup to Operations Specialist as needed.
Employee education and awareness is an important element in the company’s cybersecurity program. Accordingly, the Account Coordinator II is responsible for being cautious and vigilant when opening emails, attachments, links, etc. on CAP’s computer equipment or when accessing the company system remotely. It is also the Account Coordinator’s responsibility to complete cybersecurity training modules that are periodically distributed by CAP’s IT department.
Perform other responsibilities as assigned.
Requirements - Education/Skills
Bachelor’s degree required
Life, Accident and Health or Property & Casualty License required with current CE credits
Three years professional experience with insurance agency or insurance carrier
Other Skills and Abilities
Solid understanding of small business insurance coverage and features
Excellent computer skills (MS Word, Excel, Agency Management)
Detail oriented, excellent grammar and organization and communication skills
Ability to work well under pressure and to manage multiple tasks simultaneously
Strong time management and organization abilities
Life/Health License with current CE credits
$48,000 - $66,000
How to Apply
Send resume to: HR@CAPphysicians.com