Insurance Customer Service Professional
5 days ago
About Harbor Trust
We are an independent insurance agency in Raleigh, NC, established in 2006. Our core values focus on customer service.
Job Overview
The Personal & Commercial Lines CSR at Harbor Trust is responsible for maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism.
Responsibilities
- Maintain company core values
- Follow agency procedures and workflows for processing New business, Renewals, Endorsements, Cancellations, Audits
- Market accounts/policies and maintain current knowledge of insurance coverages, exposures, and available markets
- Review applications and policies to identify and target new lines of business and make recommendations
- Research and answer insureds questions regarding coverage in a timely manner
- Maintain the agency standard for client service
Qualifications
Minimum 2-4 years of commercial lines insurance experience or an equivalent combination of commercial lines experience, education, and training
Active North Carolina Property and Casualty License
Excellent customer service is required, as well as the ability to build and maintain strong internal and external relationships
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