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NewtekOne (NASDAQ: NEWT) · 20 hours ago

Commercial Lines Specialist II - Insurance Customer Service Representative

United States

Full-time

Remote

Mid Level

3+ years exp

NewtekOne is a financial holding company offering a range of business solutions to small and medium-sized businesses. As a Commercial Lines Specialist II, you will manage renewal business, create new business, and maintain client relationships while providing insurance solutions tailored to client needs.

Financial Services

Responsibilities

Manage the assigned book of renewal business and create new business to drive revenue growth and sales

Obtain underwriting information, prepare applications and specifications for renewal and new business submissions

Qualify and analyze client's coverage needs, loss exposure, recommend coverage

Enhance the client experience and build relationships by presenting a professional image as you represent the company while being camera ready in accordance with company policies and procedures

Inform clients about policy inclusions, limitations, and changes

Secure all placement subjectivities by obtaining signed documentation and collecting payment

Provide renewal quotes and account rounding opportunities, communicate coverage terms and conditions of quotes to client

Engage in daily virtual client interaction through impactful communication across phone, webinars, emails, PowerPoint, etc

Educate and consult prospects on coverages that are available and appropriate for their business

Review existing policies and endorsements, request changes to the renewal underwriter for processing

Prepare schedules of insurance, D. cards, binders, certificates of insurance, issue finance agreements

Return phone calls and respond to e-mails in a timely Follow up on policy audits related to worker's compensation, general liability, etc

Maintain accounts in Client Portal (Insurlink), set status to active/inactive and send invites to access portal to client. Update team members via email, etc

Maintain contact with the client base throughout the year per frequency set by management

Qualification

PropertyCasualty LicenseCustomer service experienceAgency Management SystemData entry skillsMicrosoft Office proficiencyMulti-taskAttention to detailCommunication skillsTime management skillsTeam player

Required

Bachelor's degree or equivalent experience and a minimum of 3 of customer service in the insurance industry preferred

Valid Property and Casualty License (P&C) and provide copy for file

Ability to read policies and break down coverage

Comfortable with being on video camera while engaging with clients, attending company/department meetings, etc. as required

Possess a sense of urgency and ownership when dealing with clients and prospects of Newtek

Ability to actively listen, give full attention to what other people are saying, taking the time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times

Attention to accuracy and detail in processing information

Ability to differentiate between agency bill clients and direct bill clients and the servicing needs of both

Ability to multi-task in a fast-paced environment and act with a sense of urgency

Ability to communicate clearly, effectively, and concisely, both orally and in writing

Excellent time management, planning and organization skills

Ability to work independently as well as in a team

Strong work ethic

Flexible to work within the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.)

Strong data entry skills with accuracy and ability to navigate among multiple systems

Proficient in Windows based computer applications (Microsoft Office; Excel, Word and Outlook) and internal systems such as NewTracker, Pipeline Manager, Benefit Point, ImageRight