Personal Lines CSR

Job Title

Purpose of Job:

To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive and Account Manager.

To back-up receptionist with walk-ins.

To assist in the retention of existing accounts.

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

Job Qualifications:

Advanced computer skills

Self-Motivation

Ability to work in a team environment

Exceptional communication and time management skills

Ability to multitask

Performance Measurements:

Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management and account retention.

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