Job Description

Job Description

Agency Services Representative

Summary

The Agency Services Representative supports funeral home clients by addressing insurance needs, responding to inquiries, assisting with claims, and resolving issues. The role emphasizes exceptional customer service, accuracy, and timely communication.

Responsibilities

• Respond to client calls, including emergencies.
• Prepare insurance summaries, proposals, and correspondence.
• Assist with claims submission, follow-up, and settlements.
• Maintain accurate electronic files and records.
• Process incoming mail, calls, and emails promptly.
• Review cancellation notices and take corrective action.
• Prioritize tasks to ensure timely, accurate service.
• Collaborate with colleagues and update procedures as needed.
  

Qualifications

• Bachelor's degree or equivalent insurance experience.
• Property, Casualty, and Life licenses preferred.
• Knowledge of insurance products and markets; AMS 360 experience a plus.
• Strong customer service, communication, and organizational skills.
• Proficient in Microsoft Office and office systems.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Job Tags

Work at office, Local area,

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