Personal Lines Account Manager

Licensed Personal Lines Customer Service Representative

Independent insurance agency is seeking a licensed personal lines Customer Service Representative (CSR) to service a book of personal lines insurance accounts. The insurance agency will require the personal lines CSR to respond to customer calls about policy changes, updates and coverage questions, and consult with customers on potential bundle saving opportunities. Up selling clients may be required to ensure customers have the appropriate amount of insurance protection. The CSR candidate will be responsible for providing timely and professional day-to-day customer service working closely with the agency to provide them personal lines insurance.

Responsibilities will include:

• Support and service a wide range of personal lines accounts
• Support agency with customer service related tasks
• Handle incoming new business sales calls or walk-in business as needed
• Cross-sell or account rounding as needed ensuring clients have appropriate coverage
• Liaison between clients and insurance company representatives
• Certificates, endorsements, binders, and first claims
• Marketing, quoting, rating of new client business and account renewals

Requirements:

• Property & Casualty Insurance License Required
• Experience with auto, home, boat, and recreational policies
• Minimum 5 years Independent Agency experience
• Experience with insurance sales
• Experience with account rounding/ cross-selling
• Knowledge of Microsoft Excel, Word and related software preferred
• Experience using agency management systems is strongly preferred