Personal Lines CSR

Leavitt Group•Fort Bragg, CA

20h•$22 - $26

About The Position

As a Customer Services Rep /Account Manager within the Personal Lines Department your duties are key to the agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required . We will train candidates new to the industry. You will learn to; o Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts, o Support Account Managers with special projects and client development o Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry.

Requirements

You will be required to obtain a P&C Insurance License within 90- 180 days of employment.
One must possess strong customer service skills, and attention to detail.
Strong written and verbal communication skills
Detail oriented, excellent follow-through
Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills
Ability to organize, prioritize and self-manage workload in digital workflows
Confident and outgoing
High School Diploma

Nice To Haves

A previous background in P&C insurance is preferred but not required
Prior business office support experience a plus

Responsibilities

Accurately maintain all customer information in the computer management system.
Take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from the company are correct.
Learn to be proficient and knowledgeable of the various company products.
Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.
Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).
Answer coverage questions, and recommend coverage's, process policy changes.
Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).
Retain renewal business by contacting insured to review coverages.
Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.
Develop existing accounts by attempting to provide additional coverages on existing policies or add additional lines of business (cross-sell).
Assist the agency in developing new business by providing accurate quotes in a timely manner; prepare proposals, and complete company required forms and requests.