AIS Insurance

Agent

• Provide customer service to customers through inbound and outbound calls
• Service and assist with existing Private Passenger Automobile, Homeowner, and Commercial policies
• Complete applications and processes to address customer concerns and inquiries
• Collect customer information, evaluate risks, and address individual insurance needs
• Counsel customers on coverage and quote additional lines of business
• Audit and follow up with customers on applications, open issues, and policy changes
• Provide policy verification as needed
• Service and maintain existing accounts by phone across multiple carriers and states
• Quote, cross-sell, and up-sell insurance products
• Handle policy inquiries and changes
• Interact with Underwriters to answer questions and resolve complex underwriting policy issues
• Resolve general billing inquiries and process basic payments
• Complete assigned project work independently and in a timely manner

Policy Service Agent I

Data Analyst

• Provide data and reporting support to the Data Analyst Team Lead
• Assist in identifying unprofitable risk segments and opportunities to reduce premium leakage across all lines of business
• Perform data analysis and create reports to support data-informed business decisions
• Support monitoring of underwriting production and goals
• Generate on-demand reports and create standardized reporting templates
• Ensure data accuracy and support the premium leakage initiative
• Work with AIS leaders on process improvements, system changes, and innovative ideas
• Define analysis needs and work within project plans covering business objectives, data scope, research methodology, resources, and timelines
• Create, monitor, audit, and analyze recurring reports on CSR and Sales Agent productivity, system behavior, call handling, and AIS processes
• Identify efficiency improvements and prepare reports, graphs, and charts
• Coordinate and execute reporting and support AIS users and leaders in identifying data needed for reporting
• Use MicroStrategy, Power BI, Winbroker II, Amazon Connect, Taske, and Mercury's Enterprise Data Warehouse
• Assist in developing and administering current and future goals within AIS departments
• Perform additional functions assigned by the Data Analyst Team Lead