Personal Lines CSR/Account Manager

3 weeks ago


Los Angeles, United States KOVR Full time
Job DescriptionJob Description

Personal Lines CSR/Account Manager

We are a collaborative, forward-thinking agency, searching for an enthusiastic, results-oriented person to join our team. We believe relationships matter and our goal is to provide a high-quality level of service to both clients and prospects.

This is a hybrid position in the Los Angeles area.

Essential Functions and Responsibilities

  • Provide outstanding and prompt support to all customers and prospects.
  • Ability and willingness to write new business from warm leads.
  • Service a book of business by renewing, rewriting and cross selling additional policies.
  • Efficiently and effectively manage and resolve problems with a sense of urgency.
  • Be very clear and concise in both spoken and written communication.
  • Document communication and information in Agency Management System.
  • Stay informed and educated within the personal lines insurance market; including carrier coverages, exclusions, and ability to know what carriers to use in hard to place markets.
  • Proactively reach out to customers to finalize sales and round out accounts.

Knowledge, Skills and Abilities you bring to the position

  • Active California Property & Casualty (P&C) Insurance License
  • 3+ years personal lines customer service experience in retention, rounding accounts, rewriting and writing new business.
  • Accurate and concise verbal and written communication skills.
  • Strong organization and time management skills.
  • A team player with a do what it takes work ethic.
  • Interpersonally skillful with the ability to assess and deescalate problems in real time.
  • Experience servicing and selling insurance with multiple carriers.
  • Ability to easily adapt to multiple systems.

Competitive Benefits offered.



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