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Personal Lines Customer Service Representative
2 months ago
Benefits: 401(k) Dental insurance Health insurance Vision insurance The Personal Lines Customer Service Representative at Parkway Family Insurance is responsible for maintaining solid customer relationships by handling existing customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and producers while conducting specific service and marketing activities. Benefits/Perks: Competitive Pay Professional Development Job Stability in a growing industry Responsibilities Answer all incoming calls to the agency, directing to the appropriate party, Handle incoming mail for the agency and taking action as needed. Responsible for all agency cancellation notices from companies or finance companies. Communicate with insured to resolve or pass to producer, commercial lines department. Support the producer by reviewing upcoming renewals, reviewing liability limits and exposures, and quoting or marketing with other companies/general agents as needed. Confer with customers to provide detailed information about products and services, process renewal quotes or marketing renewals, quote renewals to clients, take payments and provide Carrier all requested documentation to proceed with binding coverages. Resolve product or service issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution to solve, expediting correction or adjustment, and following up to ensure resolution. . Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Qualifications Must hold a Texas Property/Casualty license with at least one year's experience. Demonstrate strong knowledge of personal lines insurance products, rating procedures, underwriting procedures, coverages, and industry operations to manage and maintain assigned clients effectively. Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation. #J-18808-Ljbffr
