P&C Licensed CSR-Agent

Job Description

P&C Licensed CSR-Agent
Job Summary

Seeking a dedicated and experienced P&C Licensed CSR-Agent to join a dynamic team at a well-established insurance agency. This role is pivotal in managing client relationships, ensuring exceptional service delivery, and supporting the growth of the business. The ideal candidate will have a strong background in insurance, excellent organizational skills, and a passion for providing top-tier customer service. This is a fully in-office position, offering an opportunity to work in a collaborative and professional environment.
Responsibilities

• Manage a portfolio of insurance accounts, ensuring client satisfaction and retention.
• Handle daily administrative tasks, including quoting new and renewal business.
• Collaborate with team members to provide seamless support for clients across various lines of business.
• Maintain accurate records and documentation for all client interactions and policies.
• Provide expert advice and solutions tailored to clients' insurance needs.
• Assist in the growth and development of the agency by identifying opportunities for cross-selling and upselling.
• Ensure compliance with industry regulations and company policies.

Qualifications/Requirements

• Licenses/Designations : Holds an active P&C (Property and Casualty) insurance license.
• Experience : Minimum of 3-5 years of experience in an insurance account management role.
• Technical Skills : Proficiency in insurance software and tools.
• Soft Skills :
  • Strong communication and interpersonal skills.
  • Exceptional organizational and time-management abilities.
  • Problem-solving mindset with attention to detail.
  • Ability to work collaboratively in a team-oriented environment.
  • Customer-focused with a proactive approach to service delivery.

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