Client Service Representative
3 weeks ago
About the Role
We are seeking an experienced Personal Lines Account Manager to join our team at Sahouri Insurance & Financial. As a key member of our client services department, you will be responsible for handling the daily needs of our clients, providing exceptional customer service, and policy administration.
This is an excellent opportunity for a motivated and results-driven individual who is passionate about delivering exceptional customer service. If you have a strong background in personal property and casualty insurance, excellent communication skills, and a proven track record of success, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Policies Management: Manage a book of business for personal lines accounts, ensuring timely processing of change requests and policy updates.
- Customer Service: Provide exceptional customer service by communicating with clients and carriers in a timely manner, addressing their inquiries, and resolving any issues that may arise.
- Clients Billing: Review insurance premiums provided by carriers, check accuracy, and bill clients accordingly.
- Claims Administration: Assist clients at time of loss, file claims, and administer them until closure.
- New Business Quoting: Quote new business opportunities to clients.
- System Updates: Enter and update client policy information in management systems.
Requirements:
- 3-5+ years' experience in Personal Property & Casualty Insurance Agency.
- 2+ years of experience in customer service.
- Property & Casualty insurance license required.
- Bachelor's degree preferred; significant work experience can substitute for the degree.
- Proficient in Microsoft Word, Excel, PowerPoint, Access, and mail merges.
Salary: $70,000 - $90,000 per year, depending on experience.
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