Insurance Account Manager
3 weeks ago
At Lancaster & Associates Insurance, we are seeking a highly motivated and experienced Customer Service Specialist to join our team. As a key member of our Personal Lines department, you will be responsible for providing exceptional customer service, quoting and binding policies, and cross-selling insurance products.
Salary:$50,000 - $65,000 per year, depending on experience.
About You:We are looking for an individual with at least two years of experience as a CSR, knowledge of Microsoft Word, Excel, Outlook, Windows, and AMS. You should have excellent communication skills, be able to manage time effectively, and work well in a team environment.
Responsibilities:
- Quote new and renewal policies and explain them to customers
- Advise clients on insurance matters and bind policies
- Review applications, renewal requests, and endorsements
- Process Mortgagee requests and provide Dec Pages
- Process cancellations requests
- Prepare forms/Apps and ensure information gets into our system (AMS)
- Keep up with company bulletins, manuals, and continuing education requirements
- Take claim reports and maintain files in office management system (AMS)
Requirements:
- 4-40 CSR Licensed
- 20-44 P&C License
- 2-20 Agent Licenses may also be used
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