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College Graduates - Agency Sales Client Service Representative II

Company: Paychex
Location: Rochester
Posted on: December 8, 2018

Job Description:

Responsible for the preparation of insurance documents and required paperwork for client signature, performs quality audit of sales submissions and quoting new business insurance policies to assist Agency Sales representative in the attainment of their sales quota.

- Prepares insurance documents, state mandated forms and required sales submission paperwork for Agency Sales representative, up to and including quoting new business policies.
- Performs sales submission file review to ensure quality for our internal operations partners and external insurance carrier vendor.
- Partners with Agency Underwriter for accurate quotes and submissions.
- Contacts insurance carrier for any corrections or discrepancies of insurance quote.
- Develops and maintains working knowledge of all ancillary Property and Casualty insurance lines to ensure client satisfaction.
- Train and mentor new hire Agency Sales Client Service Representatives.
- Train and mentor new hire Agency Sales Representatives with preparation of insurance documents and quoting new business insurance policies.
- Provides necessary documentation to state and federal insurance agencies as well as our insurance partners.
- Continues to stay abreast of all changes pertaining to various product offerings, regulatory changes, policy changes and insurance industry developments.
- Takes inbound calls from P&C Clients.
- Advises Agency Sales representative of the status of the sale and address any questions or concerns.
- Initiates formal decline notification with clients, in adherence to Agency Errors & Omissions policy.
- Assists in the sale of statutory New York State disability insurance if applicable.
- Any other projects or tasks as assigned by management.

Keywords: Paychex, Rochester , College Graduates - Agency Sales Client Service Representative II, Sales , Rochester, New York

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