Customer Consultant - Personal Lines

April 12

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Team Focus Insurance Group

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Team Focus Insurance Group is a provider of flexible, cloud-based core administration and underwriting platforms designed to help insurance companies manage exposure, improve operating costs, and maximize profitability. Their InFocus Platform supports customer service, policy, billing, claims administration, and more, with a focus on real-time risk management. Team Focus offers tailored solutions and business process outsourcing (BPO) services to insurance companies, managing tasks like agency services, print, mail, and regulatory reporting. With a strong emphasis on technology and service integration, Team Focus Insurance Group caters to insurance startups and managing general agents (MGAs) by enhancing efficiency and providing bespoke software solutions.

MGA • Program Management • Insurance Software • Wholesale Broker • Claims

201 - 500 employees

Founded 1998

☁️ SaaS

🤝 B2B

📋 Description

• Assists Property & Casualty (P&C) Insurance Agents by reviewing property inspection reports to determine insurability following client and company guidelines. • Addresses P&C Underwriting concerns, obtains all required documentation, and takes underwriting action on non-compliant submissions within company guidelines by performing the following duties. • Provides service to internal and external customers via written and verbal communication on policy coverage risk and/or structure approvals or denials that meet client and company standards. • Reviews P&C applications for insurance coverage, property inspections, and other information to determine if application is acceptable for the available client program(s). • Evaluates and determines policy cancellation or reinstatement, modification of coverage form or limit within client and company guidelines. • Evaluates the risk of a risk against the class of business under review. • Evaluates the loss potential due to catastrophe, severity, and/or frequency. • Processes transactions and adjusts records as necessary and within company policy and procedure guidelines while utilizing company resources. • Reports on all unusual conditions affecting client satisfaction.

🎯 Requirements

• At least 2 years of Agency or underwriting experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience. • Bachelor’s degree from a four-year college or university preferred, or equivalent work experience. • A remote environment free of distractions.

🏖️ Benefits

• Medical, Dental, Vision, Life, Pet • Flexible Spending Account • Competitive Salaries • 401K Match • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave • Short and Long-Term Disability • Employee Support Programs, Including Mental Health • Tuition Reimbursement • Matching Charitable Gift Program • Lucrative Referral Program • Commuter Benefits • Flexibility: Remote and Hybrid Opportunities Available