Personal Lines Customer Service Representative

4 months ago


Cape Coral, United States World Insurance As Full time

**Job Posting *OPEN***

**Personal Lines Customer Service Representative - Cape Coral, FL**

Scan With Your Phone To Apply

**Position Summary**

* This position supports the Account Executive with responsibilities related to client management and retention

**Essential Duties and Responsibilities**

Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time

Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Handling renewals, service requests, claims, billing and new policies

Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures

Review all applications, policies, endorsements and audits for accuracy

Complete loss/claim analysis and summaries

Coordinate expiration list with department manager to obtain renewal business information

**Qualifications**

Bachelors degree or equivalent work experience, preferred

2-4 years minimum Personal Lines Account Management experience required

Property & Casualty License required

CIC designation or equivalent, preferred

Valid drivers license and insurance, required

Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

Applied/Epic or similar agency management software experience, preferred.

Able to work independently and enjoy a high degree of interaction with team members.

Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.

Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.

The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.

Ability to maintain a professional demeanor and positive attitude



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