Operations - Customer Account Professional (Fitchburg)


: $87,700.00 - $162,370.00 /year *

Employment Type

: Full-Time


: Financial Services - Insurance

The Arbella Customer AccountProfessional works with our agents and their customers to ensure propercoverages through an exceptional customer service experience. As a licensed agent, this critical rolehandles all Arbella policy inquiries and consults with customers on Arbellaproducts and offerings that best meet their needs. This position serves as an extension ofArbellas Independent Agents and directly contributes to their customerretention and overall profitable growth.

The Arbella Customer AccountProfessional is a licensed agent; comprehensive training and company sponsoredagent licensing is provided by Arbella in order to have high quality front linerepresentation for the service center. TheArbella Customer Account Professional understands our Agents overall businessobjectives, and provides insureds with the exceptional customer service experienceand advocacy our Agents have come to expect from Arbella. Through total service consultation, Arbella Customer AccountProfessionals manage inbound customer inquiries and proactively reach out tocustomers to provide advice and direction to help mitigate risk (no coldcalls),As part of an extended hour operation, this position offers flexiblescheduling and some incentives.


Sensitive to the needs of our agents and customers, acts in a consultative manner to address the needs of all policy matters, while delivering paramount customer service.

Receive inbound calls to assist insureds with underwriting of their policies, answer and process billing inquiries and make policy changes as needed.

Counsel& advise insured including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries.

Identifies and recommends beneficial coverage enhancements, s and works within appropriate underwriting authority and agency preference.

Collaborates with agents and management to understand business objectives and includes these objectives to deliver outstanding customer service.

Responds to agent preferences in all aspects of underwriting campaigns and maintains high level of service with each interaction.

Maintenance of client files and/or automated account records in an accurate and orderly fashion within acceptable standards set by agency management. This includes supporting the processing of new business, rewrites, conversion business, endorsements, cancellations and renewals. Performs a variety of policy maintenance activities to support the customer relationship.

Respond to existing clients and designated prospect inquiries to identify both new and/or additional insurance needs, recommend coverages, calculate and quote premium rates for recommended protection, explain policy features & benefits, present options and upgrades and provide an overall analysis of protecting the individual property & casualty exposures.

Skillful in client relationship management and able to effectively harbor these relationships to meet or exceed productivity and quality targets.

Review all applications, renewal requests and endorsement compliance with underwriting authority and guidelines.


Bachelors degree preferred but not required.

P&C insurance license

Extensive experience in a customer service/consultative role

Excellent service, communication and relationship building skills.


Associated topics: agent, broker, call center, customer, healthcare, inside sales, insurance agent, retail, sales position, sales representative * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

Launch your career - Create your profile now!

Create your Profile

Loading some great jobs for you...