Job Details

Responsibilities

• Follow and adhere to Underwriting guidelines set forth
• Maintain files / Filing
• Ensure that customers make buying decisions armed with the right amount of information
• Analyze customer`s complaints and recommend solutions
• Discuss with customers on telephone and provide information on the company`s products and services
• Record all conversations with clients with details of inquiries or complaints and action steps that were taken
• Understand the company`s insurance policies and products and be able to tell whether a policy covers a type of loss or not
• Call up customers who had previously called to complain to know if their challenges have been resolved and to ensure that they are now satisfied
• Communicate changes or adjustment in policies to clients
• Forward all filed claims to the appropriate department for handling and investigation
• Assist clients in filing of policy documents and contact them whenever any error is discovered, or when it needs to be corrected
• Offer information about price quotes to prospective customers
• Receive visiting customers and provide them with necessary assistance
• Manage and protect the reputation of the company
• Maintain strong clientele relationship with customers
• Set up inspection of new and renewal home business. Making sure that appraisals are up to date according to underwriting guidelines. 
• Process new or renewal policies and endorsements. Transmit, if necessary, business releases to respective departments.
• Review and assess balance on accounts for renewals, payroll/ACH plans, and any revisions on annual policy premiums
• Assist with backlogs whenever necessary
• Back up for customer service, processing, support clerk, receptionist, operator, or cashier whenever necessary
• Occasionally be assigned to other branch locations
• Occasionally receive payments and issue receipts for such payments.  Prepare daily cash report to accounting at the end of the day, if needed
• Attend insurance continuing education courses, if needed
• Any other job related duties as assigned by supervisor

Position Requirements

• High school diploma or equivalent required
• Must have excellent communication skills in verbal and written form
• Experience with Microsoft Office (ex: Outlook Express, Microsoft Word/Excel)
• Experience with operating Xerox machine (ex: Copy, Fax and Scan)
• Able to handle multiple assignments under high pressure
• Highly organized and dedicated with a positive attitude
• Thrive on working in a challenging environment
• Team Player

To apply for the position, you may submit your resume to jobs@calvos.com or visit https://www.calvos.com/careers to complete the employment application forms.

Calvo`s Insurance Underwriters, Inc. is an Affirmative Action and Equal Opportunity Employer.