Personal Lines CSR

1 week ago

Owings Mills, MD, United States CMZ Companies, Inc. Full time

Handles the servicing and rounding out of personal lines accounts for the N Independent Agent brands.

PRIMARY FUNCTIONS:
1.
Provide prompt, accurate, courteous service to customers, producers and company personnel.
2.
Grow and develop talents and insurance knowledge to highest level possible.
3.
Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts.
MAJOR RESPONSIBILITIES
1.
Service Personal Lines accounts as assigned and aid in collections.
2.
Collect premiums per established agency procedures.
3.
Initiate, screen and prepare endorsement requests for Personal Lines clients.
4.
Prepare and process cancellations when required.
5.
Prepare and process all requests for certificates of insurance as required within 24 hours of request.
6.
Review all applications, policies, endorsements for accuracy.
7.
Setup and prepare new account files per agency procedures.
8.
Prepare account summaries as required.
9.
Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements. Maintain suspense items in a timely manner.
10.
Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
11.
Participate in seminars and classes for skill and knowledge development.
12.
Maintain all client activity in the agency automation system.
13.
Service personal lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
14.
Prioritize workload and/or request for assistance as required.
15.
Manage expirations and remarket as necessary.
16.
Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
17.
Meet with clients to discuss and handle their insurance needs.
18.
Assist prospects/insureds until an Account Executive is available.
19.
Assist Claims Department in providing coverage information.
20.
Assist other departments and Account Executives in cross selling and account rounding.
21.
Immediately report all malfunctions of system software to manager.
22.
Assume other job responsibilities as assigned by producer or department manager.
QUALIFICATIONS
1.
Education requirement: college degree preferred. High school diploma or equivalent is required.
2.
Maryland Property and Casualty License
3.
Professional designation is a plus.
4.
Knowledge of computer systems and operations is desirable.
5.
Good listening skills and attention to detail are important.
6.
Knowledge of personal insurance and products is essential.

  • Risk Advisor

    2 days ago

    Owings Mills, MD, United States Relation Insurance Inc Full time

    WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future...

  • Personal Banker

    2 weeks ago

    Owings Mills, MD, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    2 weeks ago

    Owings Mills, MD, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    7 days ago

    Owings Mills, MD, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    6 days ago

    Owings Mills, MD, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    1 week ago

    Owings Mills, MD, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    4 days ago

    Owings Mills, MD, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    8 hours ago

    Owings Mills, MD, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    2 days ago

    Owings Mills, MD, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Veterinary Student Externship

    2 weeks ago

    Owings Mills, MD, United States Owings Mills Veterinary Center Full time

    Description Position at Owings Mills Veterinary Center Overview:United Veterinary Care is delighted to host veterinary students for externships! This valuable clinical experience will let you take what you've learned in the classroom and put it to the test in an animal hospital of your choice. Our hands-on externships are designed exclusively for...