This position primarily supports our Direct Sales Unit Management in achieving the service, revenue and productivity goals of the unit. This position will provide administrative support to DSU Management to ensure new business documentation is complete and accurate. The position will also be responsible for verifying compliance with internal rules and guidelines which include inspections, cycle times, and rating and information accuracy by reviewing insurance applications and monitoring sales agent phone calls. In addition, the position serves as the technical resource in the team.

Job Responsibilities

• Check new business applications for rating and information accuracy. Ensure that new business documentation is complete and obtained in a timely manner.

• Check compliance with established policy and organization guidelines through review of policy information, applications, systems, phone calls, or additional methods. Coordinate closely with management to ensure that these are adhered to.

• Coordinate closely with the agents to address new business rating and information errors and ensure that corrections are made prior to completing the policy in the system.

• Adhere to attendance standards and follow assigned schedule.

• Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.

• Perform all other duties and responsibilities as assigned or required.

Experience

1 -3 years prior experience in sales, customer service and/or quality assurance prefered

Knowledge/Skills/Competencies

Moderate knowledge of Microsoft Office software including, Word and Excel

Moderate proficiency in data entry required

Training in TX Auto, Home, Umbrella and Watercraft products preferred

Knowledge of HUON, MACS, and PORTAL systems preferred