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Personal Lines Customer Service Agent
4 months ago
Our Newest Opportunity:
Excited to grow your career? We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think thisposition may be right for you, we encourage you to apply Our people make all the difference in our success.
To provide professional customer service for the clients of the Personal Lines Team by processing all lines of personal insurance in accordance with the objectives and procedures outlined by the Team/Branch Manager.
Key Responsibilities:
Provide prompt, accurate, courteous service to our clients.
Process cancellations and endorsement requests on computer system, with insurance carriers, and in client’s files per the request of client. Also new business and renewals when applicable.
Create, type and send necessary correspondence to insurance companies and clients in order to update, obtain or verify necessary information to service all accounts.
Review policies and endorsements on renewals for accuracy and relevance. Input data on the computer system and maintainelectronic files for each account.
Answer client’s questions about their insurance coverages and needs.
Answer insurance company underwriter’s questions about client accounts.
Process claims when applicable.
Assist the Accounting Department in the reconciliation of client accounts.
Keep informed about new coverages and products. All tasks should be handled in a manner thatis in compliance with the Personal Lines Procedures.
Continue to look for opportunities to make new sales and cross-sell when in contact with clients. Interface with the Personal Lines Team/Producer to develop personal lines sales
Enroll in certified insurance seminars to keep up to date on changes within the insurance industry.
Perform other specific duties and projects as assigned by Team/Branch Manager
Pursue a program of personal and professional development.
MUST HAVE:
A high school diploma, two years of college or two years of experience in the insurance industry. Ability to use office equipment such as computer terminals, calculators, copiers, fax machines. Word processing and typing skills. Strong respect for confidentiality and attention to detail. Good written and oral communication skills. Ability to understand and analyze personal lines coverages, forms and policies. Hold required and appropriate insurance agent’s license.