Personal Lines Insurance Specialist

2 days ago


Charlotte, North Carolina, United States Allen Tate Insurance Services, LLC Full time
Job Title: Personal Lines Insurance Specialist

Salary Range: $40,000 - $60,000 per year

About the Role:

We are seeking a skilled Personal Lines Insurance Specialist to join our team at Allen Tate Insurance Services, LLC. In this role, you will be responsible for handling customer inquiries and concerns related to personal lines insurance coverage.

Key Responsibilities:
  • Respond to customer calls and correspondence regarding new or existing insurance policies
  • Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary
  • Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation
  • Actively solicit increases in coverage or rounding out accounts at every service contact
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution
Requirements:
  • Hold the insurance license required by your state and have a minimum of two years personal lines insurance account management experience as well as hold a Bachelor's Degree or comparable work experience
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations
  • Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision
  • Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills


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