Personal Lines Customer Service Representative

The Personal Lines CSR is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
• 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.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

• 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.
• Technology and computer proficiency including agency management systems.

• Competitive Pay
• Benefits
• PTO
• 401K
• Professional Development
• Job Stability in a growing industry

Compensation: $35,000.00 - $50,000.00 per year

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place Insurance is a fast-paced industry with plenty of opportunities to put your unique skills to use, and Peak take this to the next level with a heart for service and a bias for latest in technological advances. Integrity, Excellence, Respect and Simplicity are at the core of our organization because they are at the core of our people. The decisions we make, the people we partner with, and the obstacles we choose to overcome will always come back to this: we want to simplify insurance for our customers because we live with integrity, believe in excellence, and treat others with respect. It's just that simple. If the above statement echoes your own thoughts about what a career should be, then it's time we meet. Apply for a career with Peak Insurance Group today

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.