Personal Lines Insurance Customer Service

4 weeks ago


Peoria, United States WAFD Insurance Group Full time

**Personal Lines Insurance CSR / Account Manager Responsibilities**:
Responsible for managing a personal lines book of business (homes, autos, and other personal lines insurance).

Managing the personal lines book entails:

- Order changes to current policies.
- Order and review renewals for accuracy.
- Re-market policies, as agreed upon.
- Market new business with contracted carriers and brokerages
- Perform coverage reviews.
- Generate proposals for new business and renewals
- Issue certificates and evidences.
- Report losses and follow-up with the client.
- Document electronic file completely and thoroughly.
- Utilize agency’s latest technology to perform tasks.
- Add, delete and amend coverage for clients as needed
- Assist with billing and other service needs for our clients.

Minimum of three years of Personal Lines Insurance experience with property & casualty products.
- P&C Insurance License preferred, but not required

**The position is salaried with both benefits and bonuses after a probationary period. There are no sales quota or goals, however, the position will write new business that is too small to have a Commercial Producer assigned to it.**

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Supplemental pay types:

- Bonus opportunities

Weekly day range:

- Monday to Friday

Work setting:

- In-person

Ability to Relocate:

- Peoria, AZ 85382: Relocate before starting work (required)

Work Location: In person



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