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Personal lines CSR- various locations

2 months ago

WinstonSalem, United States Independent Insurance Agents of North Carolina Full time
Benefits:
  • 401(k) matching
  • Health insurance
  • Paid time off
  • Training & development
Role:

Assists customers with questions, claims and existing policies; Works with Personal Lines Account Manager to handle customer service for new and existing clients

Essential Job Duties

• Answers the telephone in a timely and professional manner; returns calls within one business day

• Accepts, directly from customers and the front desk, endorsement changes to policies; processes all changes promptly, recording in agency management system

• Accurately processes insurance forms daily (includes DL123, FS1s, letters for inspections, letters for cessations, quotes for physical damage replacement, ID cards)
  • Accepts and process payments received
  • Gathers information, risk management recommendations; completes applications for renewal of designated accounts within specified timeframe before renewal
  • Processes requests for information from customers and carriers


Other Job Functions:

• Reports loss information to appropriate insurance carrier the same day received; forwards summons, suits and other legal notices to proper personnel within the company; provides assistance in claims resolution

• Records information, obtains quotes, selects carrier and writes new business if Personal Lines Manager is not available

• Consults with manager to determine if non-standard policies can be written in standard program;

• Delivers renewals and/or binders for designated accounts within 5 days of receipt

• Balances and prepares check listing on deposits for bank (if on balancing team)

• Issues policies for new and renewal clients

• Barcodes and scans personal lines documents

• Processes daily incoming mail

• Refers/cross sells to clients/maintains existing/id and help resolve customer complaints/concerns

• Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact

• Documents all conversations with insured and/or carriers regarding exposures and coverage

• Utilizes Epic to document emails and other communication

• Checks voicemail; returns all calls within same business day

• Reviews suspense and open activities

• Sets up new clients in Epic

• Maintains working knowledge of all company change procedures

• Maintains working knowledge of all rating products and assists Account Manager as needed

• Assists with morning opening and evening closing of office

• Processes paperwork assigned on same day requested

• Other duties as assigned.

Work Experience

• Minimum of one-year of experience in fast-paced, customer-driven insurance environment

Education:

• High School Diploma or GED

Other Skills and Qualifications:

• Property and Casualty Insurance License

• Proficient computer skills, including Microsoft Office

• Excellent interpersonal and creative problem-solving skills

• Self-motivated

• Good verbal and written communication skills

• Experience with Applied Epic system is preferred

• Current insurance designations a plus

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach;

• Specific vision abilities required by this job include close vision requirements due to computer work

• Light to moderate lifting is required

• Regular, predictable attendance is required

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

• Ability to work in a confined area.

• Ability to sit at a desk for extended periods of time.

YOUR FUTURE at Breeden Insurance Services, Inc. Starts Here

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place Working with Breeden Insurance Services is a great career choice

For over 50 years, Breeden has served the Lexington area and the Triad region with cost effective insurance solutions and with exceptional service. Our success is made possible by the professional skills and personal attention to customer service demonstrated by each and every member of our TEAM, and our expectations for continuing that success are described within our MISSION and VALUES:

OUR MISSION, the purpose of our company -- To build lasting relationships by offering quality insurance services which exceed our customers' expectations; to offer opportunity for our employees; and to support our community.

OUR VALUES, what guides how we treat each other and our customer - Quality, Service, Integrity, Teamwork, Respect, Innovation, Accountability, and FUN

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.