Customer Service Representative/Insurance Agent

Job Description

Job Description

The Customer Service//Licensed personal lines insurance agent, Responsible for maintaining customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific insurance services and activities. Do not apply if you do not have a CA property casualty license.  You must have minimum of 3 years experience in the insurance industry working with personal line customers.  Must have working carrier underwriting knowledge.  Must know how to use rater and management system.  Must know how to quote and requote current and new customers.  We are a very fast paced office.  Hourly wage is supplied with commission.   

• Competitive Pay with commission available
• Professional Development in growing industry
• Medical, Dental, Vision, 401k  

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies.
• Work with new clients and/or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, .
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review policies, verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system, knowledge of Hawksoft preferred.
• Collaborate with team members, and participate in formal and informal meetings as needed.

• Active CA property casualty insurance license.
• Demonstrate strong knowledge of insurance products and usages, rating and underwriting procedures.
• Strong customer focus and an excellent phone manner; display written and verbal communication skills.
• Must have attention to detail, organization, multi-tasking, and follow-up skills.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.