Personal Lines CSR

The Misch GroupMinneapolis, MN
11hOnsite

About The Position

This is an in-office role, located in Alexandria MN. We are an independent insurance agency specializing in a broad range of insurance products in business insurance , and personal insurance . The Personal Lines CSR provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities. Role Expectations and Description The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As a CSR, you can directly affect and control our clients’ experience.

Requirements

  • Experience working for an independent insurance agency
  • Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
  • Minimum of 2 years of experience as a Personal Lines CSR/Account Manager
  • Must be able to multitask and handle a heavy workload with minimal supervision
  • Effective communicator (verbal and written)

Nice To Haves

  • Insurance designation (Preferred)

Responsibilities

  • Work with Agency Principal, Producers, and Team Members
  • Order policies and issue documentation, certificates, and binders as needed
  • Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
  • Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
  • Bind coverage for new clients
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