Job Description

Job Description

Job Description

Personal Lines Concierge

Job Summary:

A Concierge brings positive energy to each conversation, resolves issues quickly and effectively, and makes everyone feel welcome and appreciated. As the face of the service team, a concierge associate must have a friendly, professional, and welcoming demeanor to make clients feel comfortable and well cared for. Each day will be unique, requiring an ability to prioritize, think creatively, take initiative, and employ a diverse set of skills.

Duties and Responsibilities:

• Provide exceptional customer service to existing and new clients, ensuring complete satisfaction
• Maintain strong relationships with clients, prospective clients, and producers.
• Foster internal relationships and contribute to the development of a positive organizational culture.
• Assist in billing issues, research, and cancellation review, ensuring timely and accurate resolution.
• Proactive outreach to client base before/after weather events, or appropriate insurance related news
• Engage in client outreach for new and renewal business to maintain strong relationships and drive business growth.
• Conduct pre and post-loss reviews and provide assistance with risk management to minimize potential risks for clients.
• Assist the Account Management team with overflow tasks, ensuring all client needs are met efficiently.
• Other duties as assigned.

Qualifications:

• Required
  • High School Diploma or GED
• Preferred
  • 1-2 years of Customer Service experience
  • Applied/Epic Agency Software experience
  • Property & Casualty License

Knowledge, Skills, & Abilities/Ideal Candidate Skills:

• Strong written and verbal communication skills.
• Excellent organizational, office, and computer skills.
• Effective time and resource management.
• Ability to project a professional and knowledgeable demeanor.
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.

Company Values & Culture:

At Dexter & Company, we are guided by our core values:

• Teamwork - We collaborate selflessly to achieve shared success, valuing diverse perspectives and supporting one another with trust and respect. We take accountability for our role within the team, contributing proactively, communicating openly, and prioritizing the collective goal over individual interests. We remain solution-oriented, addressing challenges with a constructive mindset and a commitment to progress.
• Integrity - We uphold the highest ethical standards in every decision and action, ensuring honesty, fairness, and transparency in all interactions. We take accountability for our choices, owning both our successes and failures, and consistently doing what is right-even when no one is watching.
• Professionalism - We set the gold standard in expertise, respect, and conduct, treating others as we wish to be treated while consistently representing our organization with excellence. We take accountability for our performance and behavior, ensuring that our words and actions reflect reliability, competence, and a commitment to continuous improvement.
• Superior Service - We go above and beyond to exceed expectations, anticipating needs and delivering outstanding experiences to clients and colleagues alike. We take accountability for the quality of our service, acting with urgency, ownership, and a relentless commitment to adding value in every interaction. We continuously seek innovative ways to improve, adapt, and elevate the service we provide.

In addition to our core values, Service Beyond Self is part of our mission and who we are as an organization - building on our Superior Service.

• Service Beyond Self - We extend our commitment to Superior Service beyond our organization, actively engaging in efforts that strengthen and support our local communities. We take accountability for making a difference through volunteerism, philanthropy, and responsible corporate citizenship.

We foster an environment where employees are empowered to grow and contribute meaningfully. The ideal candidate will align with these principles and integrate them into their daily work.

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