Personal Lines CSR

Reliable Insurance AgencyCloquet, MN
Onsite

About The Position

The purpose of this job is to provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive and Account Manager. This role also involves backing up the receptionist with walk-ins and assisting in the retention of existing accounts.

Requirements

  • Advanced computer skills
  • Self-Motivation
  • Ability to work in a team environment
  • Exceptional communication and time management skills
  • Ability to multitask

Responsibilities

  • Process daily mail that has been distributed by First Impressions
  • Review & process daily download for Account Executive & Account Manager
  • Process change, billing, & cancellation requests for clients
  • Process mortgage requests and changes
  • Communicate with Account Executive & Account Manager on renewal book of business
  • Provide excellent service at all times
  • Communicate with Team Members in a professional manner
  • Learn specific company coverage offerings
  • Help in maintaining up-to-date client contact information

Benefits

  • 401k Match
  • Profit Sharing
  • Section 125 - Daycare, Health, Dental & Vision
  • 35 Hour Work Week
  • Vacation PTO
  • 7 Paid Holidays & Birthday off
  • HSA Health Insurance - 100% of Employee Paid
  • $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
  • Licensing & CE Scheduled & Paid by Agency
  • Group Long Term Disability - at your cost
  • Group Dental - at your cost
  • Group Vision - at your cost
  • Aflac Benefits - at your cost
  • LegalShield - Shared cost
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