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Prompt response to all customer inquiries by providing effective and efficient customer service to verbal and written inquiries.
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Understanding and explaining all insurance products service policies and procedures.
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Resolving client concerns and complaints while ensuring that Service Excellence Standards are met.
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Maintaining and understanding all underwriting guidelines and products for our insurance companies.
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New Business Sales
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Cross-selling other insurance and financial products based on the minimum requirements.
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Personal lines data entry on Insurers systems
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Other related duties as may be required from time to time
