Develop and maintain relationships with insureds and agents, handle policy inquiries and changes, and sell additional coverages, while providing excellent customer service.
WHO WE ARE
We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.
ABOUT THIS ROLE
Summary:
Develop, support, and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier. FOCUS is a subsdiary of PEAK6.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Education/Experience:
Associate or bachelor's degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal or Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. Two (2) to four (4) years' experience servicing or selling Property & Casualty Insurance. Previous call center experience a plus.
Computer Technical Skills:
Certificates and Licenses:
Active 2-20 General Lines Agent (Property and Casualty) license and ability to be licensed in all 50 states required.
Work Environment:
Ability to work effectively as part of a remote team, contributing to a positive and collaborative work environment.
Required Skills:
Bilingual English/Spanish verbal and written skills.
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [email protected]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
#PEAK6
We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.
ABOUT THIS ROLE
Summary:
Develop, support, and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier. FOCUS is a subsdiary of PEAK6.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Receives incoming phone calls for endorsement activity, in-depth coverage questions, routine coverage questions, renewals, and checking and issuing binders, certificates, and policies.
- Quotes new business, policies and/or coverage for new and existing clients, on behalf of the carrier.
- Experience with commercial policies, including Business Owners Policy (BOP), Workers' Compensation (WC), Umbrella, Commercial Auto, Cyber and others.
- Prepares and/or order policy change requests.
- Reviews expirations in advance of the renewal date to review coverages.
- Prepares and/ provides service and support to other sales agents.
- Actively seeks to cross-sell other coverages to existing clients.
- Takes claim information and report new claims to the company.
- Maintains adequate suspense on outstanding items and follows up in a timely manner until its conclusion.
- Ability to work a regular 8am - 5pm ET., M-F shift during first 90 days of training. Then the hours shift to 11am - 8pm., M-F ET.
Education/Experience:
Associate or bachelor's degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal or Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. Two (2) to four (4) years' experience servicing or selling Property & Casualty Insurance. Previous call center experience a plus.
Computer Technical Skills:
- E-mail: Open your Outlook/Gmail. Start an E-mail, attach a document to the E-mail.
- Browser: Open an internet browser, save a page as your favorite, open another browser, minimize the browser.
- Communication: Open Teams, share your screen, minimize Teams.
Certificates and Licenses:
Active 2-20 General Lines Agent (Property and Casualty) license and ability to be licensed in all 50 states required.
Work Environment:
Ability to work effectively as part of a remote team, contributing to a positive and collaborative work environment.
Required Skills:
Bilingual English/Spanish verbal and written skills.
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [email protected]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
#PEAK6
Top Skills
Gmail
Outlook
Teams
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