Policy Assessor
JOB DESCRIPTION
Part Time - *flexibility to advance to full time permanent
COMPENSATION: Based on experience
THE COMPANY:
DocuTech Assurance is America's fastest growing asset documentation company for home and business owners. We believe that we will achieve this success by providing our customers the highest level of quality and service and that our reputation for quality and performance rests 100% on the efforts of our employees. In order to continue our growth and success, we must constantly look to add high-caliber individuals to our team. If you have a "can do" attitude, together with a "customer first" set of priorities, we guarantee that we have an opportunity for you.
REQUIREMENTS:
1. Insurance underwriting experience preferred.
2. Dynamic & high integrity individual who is adaptable and an innovative team player.
3. Enjoy the challenge of employment within a service-based environment.
4. Have the ability to effectively deal with internal and external customers who may require a high level of patience, tact and diplomacy.
5. Analyze inventory asset value & assess the customer’s current policy and makes recommendations for that customer.
6. Experience using various types of office equipment including calculators and computers.
7. Possess a high school diploma with minimum of one year professional level work 9. Experience in a customer service environment.
8. Demonstrate effective organizational, communication and interpersonal skills.
9. Own a reliable vehicle and carry current Auto Liability Insurance.
10. Undergo and pass a background check and drug testing.
RESPONSIBILITIES:
• Monitor and listen to customers to understand policy coverage needs and provide accurate information about their inventoried assets.
• Obtain and assess the customer’s insurance policy(s) and compare the policy(s) with our inventory of their assets and using basic math calculate ACV and Replacement cost.
• Follow established guidelines and procedures for receiving, documenting, organizing and mailing out or meeting with customers to provide policy assessment recommendations
• Ensure customers policy assessment and recommendations are completed in a timely matter and in accordance to Docutech Assurance’s standards.
• Exhibit ability to memorize and communicate to the customer the scripts from the company in the performance of the Policy assessment service and meeting with that customer.
• Take verbal instructions while taking notes to properly perform each project.
• Accurately complete a policy assessment compared with the inventoried assets in accordance to the company’s standards.
• Ensure accurate tracking, monitoring and recording of all charges, overtime, logs and entries throughout his/her shift.
• Have direct involvement and handle complications, customer complaints as they arise such as: the initial copy/scan of customer’s policy; the timely completion of work of the policy assessment and the face-to-face appointment to discuss and recommend policy changes when needed.
• Answer telephone inquiries, deliver various documents, copy, fax and computer downloading of policy documents and other documents.
• Exhibit excellence in customer service and the ability to serve others.
• Immediate attention given to customers when entering their home or business in accordance with DocuTech’s standard of operation.
• Successfully complete the training on policy assessment.
• Due to the cyclical nature of the industry team members may be required to work varying schedules to reflect the business needs of the company.
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If you meet the qualifications, you will be contacted for an interview. Otherwise, your application and resume will be kept on file for later employment consideration.Â