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Personal Insurance Service Specialist
2 months ago
Job Overview
Personal Lines Insurance Service Representative
Location: Remote
A reputable agency is in search of a meticulous individual who possesses a comprehensive understanding of personal lines insurance products.
The successful applicant will be expected to meet the following criteria:
- Proficient in managing home, auto, and umbrella insurance policies.
- Demonstrated experience in a customer-facing position, fostering and nurturing client relationships.
- Capability to manage both new and renewal insurance business.
- Skill in reviewing insurance documents for precision and correctness.
- Prepare and finalize certificates, proposals, policy summaries, and reviews with attention to detail.
- Ability to operate independently or collaboratively to enhance sales and contribute to agency profitability.
- Employ problem-solving strategies to address various challenges, including cancellations, claims, renewal complications, audits, receivables, and carrier interactions.
- Background in a brokerage environment is advantageous.
- Must hold an active Property & Casualty license.
- Previous experience with Erie Insurance is preferred.
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