Personal Lines Insurance Agency Representative

1 week ago


Bethel Park, Pennsylvania, United States Bill Flinn Agency Full time
Job Description

We are seeking a highly skilled Personal Lines Insurance Agency CSR to join our team at Bill Flinn Agency. As a key member of our team, you will be responsible for advising and counseling clients on coverage options, helping them understand their insurance decisions, and solving their insurance problems.

Key Responsibilities:

  • Maintaining positive customer relationships
  • Answering customer insurance queries in an informative and simple manner
  • Educating customers on their coverage options to help them make informed decisions
  • Responding to quote requests and leads within the same business day
  • Actively cross-selling accounts and asking for referrals
  • Scanning into management systems when needed
  • Using multiple software platforms to generate quotes and make policy changes
  • Concentrating on customer relationship activities, including selling, servicing, and cross-selling
  • Full participation in all agency marketing programs
  • Assisting with agency newsletters and checking renewals
  • Keeping client data up to date in agency management systems

Requirements:

  • High school diploma required, associate's degree preferred
  • 3 years of office experience, preferably in an insurance office setting
  • P&C insurance license, or willingness to obtain immediately
  • Ability to explain complex insurance coverage issues in a simple and understandable way
  • Excellent interpersonal skills and willingness to sell to customers over the phone
  • Knowledgeable of Microsoft Office and able to learn digital management systems and proprietary insurance software suites
  • Attention to detail and strong communication skills and phone etiquette
  • Ability to establish and maintain positive and professional relationships with coworkers, clients, and visitors
  • Ability to multitask and stay organized despite occasional interruptions

Benefits:

  • Major medical and dental
  • Holidays, vacation time, and 3 personal days


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