Client Service Representative for Personal Lines
2 weeks ago
Position Overview:
The role of the Personal Lines Client Service Representative II is crucial in managing and servicing the assigned portfolio of clients. This position involves a variety of responsibilities aimed at ensuring client satisfaction and effective service delivery.
Key Responsibilities:
- Address inquiries from insured clients and potential clients.
- Assist in the collection of premiums for assigned accounts, including communication with clients regarding payment issues.
- Prepare and process applications, quotes, and renewals for insurance coverage.
- Establish and maintain comprehensive client files, ensuring all information is current and accurate.
- Handle policy changes, endorsements, and cancellations as needed.
- Prepare and deliver policies and endorsements to clients.
- Identify and solicit additional coverage options for clients.
- Maintain an organized expiration list and follow up on pending accounts.
- Document and report claims, ensuring proper communication with the insurance company.
- Keep accurate records of claims and client interactions.
- Update and manage prospect lists for potential new business.
- Conduct data entry and maintain accurate account records.
- Perform additional tasks as directed by management.
Required Qualifications:
- High school diploma or equivalent.
- A minimum of five years of experience in the insurance industry or related field.
- Possession of relevant insurance licenses.
- Proficiency in standard office software, including Microsoft Office.
- Ability to travel occasionally for business purposes.
Desired Skills:
- Familiarity with Insurance Services Automation systems.
Equal Opportunity Employer:
Truist Financial Corporation is committed to fostering a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.
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