Auto and Home Insurance Advisor

5 days ago


Darien, Connecticut, United States Banner Personnel Full time
Job Summary: Personal Lines Claims Specialist

Banner Personnel is seeking an experienced Personal Lines Claims Specialist to join our team. In this role, you will be responsible for managing and servicing existing personal insurance policies, including auto, homeowners, and umbrella coverage. The ideal candidate will have 5+ years of experience in personal lines insurance, excellent verbal and written communication skills, and strong customer service orientation. You will be proficient in using insurance agency management systems and able to multitask and prioritize effectively. Responsibilities include answering incoming calls and emails from clients, providing clear and concise explanations of insurance coverage options and policy details, actively listening to customer concerns and addressing them promptly and professionally, processing policy changes, reviewing renewal notices, communicating policy changes to clients, handling policy cancellations and reinstatements, assisting clients with filing initial claims and providing updates on claim status, coordinating with claims adjusters to ensure smooth claim resolution, identifying potential cross-selling opportunities and recommending additional coverage options to clients, assisting with new business quotes and policy applications, maintaining accurate customer records within the agency management system, documenting customer interactions and follow-up actions, and staying updated on industry regulations and company policies.

Key Responsibilities:

  • Customer Interaction:
    • Answer incoming calls and emails from clients regarding policy inquiries, coverage questions, billing issues, and policy changes.
    • Provide clear and concise explanations of insurance coverage options and policy details.
    • Actively listen to customer concerns and address them promptly and professionally.
  • Policy Management:
    • Process policy changes such as address updates, vehicle additions, coverage adjustments, and endorsements.
    • Review renewal notices and communicate policy changes to clients.
    • Handle policy cancellations and reinstatements as needed.
  • Claims Support:
    • Assist clients with filing initial claims and provide updates on claim status.
    • Coordinate with claims adjusters to ensure smooth claim resolution.
  • Sales Support:
    • Identify potential cross-selling opportunities and recommend additional coverage options to clients.
    • Assist with new business quotes and policy applications.
  • Administrative Tasks:
    • Maintain accurate customer records within the agency management system.
    • Document customer interactions and follow-up actions.
    • Stay updated on industry regulations and company policies.

Salary: $75,000 - $95,000 per year



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