Licensed Property & Casualty Personal or Commercial Insurance Customer Service Representative
Job description
Job Description
Our family-owned insurance agency has been providing personalized insurance solutions to our clients for over 38 years.
We are currently seeking an experienced Property and Casualty Customer Service Representative to join our team. In this role, you will be responsible for managing a portfolio of personal or commercial lines accounts, quoting new & renewal business, providing exceptional customer service, and maintaining strong relationships with clients.
Salary Range: $18.00 - $28.00 per year
Benefits
- Competitive salary based on experience
- Life & vision insurance
- Teladoc Fresh Bennies plan
- Retirement plan with employer match
- Paid time off and holidays
- Opportunities for career growth and advancement within the agency
Responsibilities
- Manage a portfolio of accounts and handle all aspects of the client relationship, including policy changes, billing inquiries, and claims reporting
- Maintain client files and ensure accurate account information
- Quoting new business & renewal accounts
- Submits applications to eligible and appropriate carriers/underwriters; obtains client signatures on all applications
- Work with insurance carriers to ensure clients have the most comprehensive coverage options available
- Coordinate preparation of summaries of insurance, schedules, loss summaries, proposals
- Identify opportunities for cross-selling and upselling insurance products to existing clients
- Continuously stay up-to-date on industry trends and changes in underwriting guidelines
- Assist with other office duties as needed
Requirements
- A minimum of 2 years experience in the insurance industry in personal or commercial lines
- Strong communication and interpersonal skills with the ability to build and maintain strong relationships with clients
- Excellent organizational and time-management skills with the ability to multitask and prioritize tasks effectively
- Proficient in Microsoft Office and experience with agency management systems
- Must be licensed in Property and Casualty insurance or willing to obtain within the first 90 days of employment
Company Description
Independent Insurance Agency
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