Personal Lines Insurance Specialist

6 days ago


Anaheim, California, United States Wescom Central Credit Union Full time
Job Summary

The Personal Lines Customer Service Representative plays a vital role in assisting customers with their existing Personal Lines Insurance policies. This position requires strong communication and problem-solving skills to provide accurate and timely information to customers regarding Personal Lines of Insurance.

Key Responsibilities
  • Provide insurance quotations for various personal lines coverage's using FSC rating program and other insurance company specific rating software.
  • Assist customers in making coverage decisions based on their specific needs.
  • Make individual underwriting and policy placement decisions based on customer needs in conjunction with the insurance companies represented.
  • Complete applications for new business, process endorsement requests, and follow up to ensure accurate completion.
  • Provide superior customer service by promptly responding to questions and addressing customer needs.
  • Process and respond to routine correspondence from insurance companies and customers to resolve issues and answer underwriting questions.
  • Review customer existing policies on renewal to assess coverage's and make recommendations.
  • Coordinate and service claim activities to assist customers in expedient resolution.
  • Actively solicit prospects to increase sales in a manner consistent with marketing plans.
  • Work with team members in a cooperative spirit to share information, knowledge, and resources to accomplish department goals.
Requirements
  • High school or equivalent.
  • 3 to 8 years' experience with Personal Lines insurance products.
  • Active Fire and Casualty Agent/Broker License or Personal Lines Insurance License, required.
  • Excellent communication, customer service, and telephone etiquette skills.
  • Good decision-making and judgment abilities to ensure the highest level of standards and guidelines of the insurance program are maintained.
  • Ability to operate proprietary software, enter data, and generate quotes.
Work Environment

The work environment is moderately quiet, and it is a non-smoking environment. The job requires minimal travel to off-site locations for meetings, training, and sales events.



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