Insurance- Personal Lines CSR

Personal Lines CSR

About Us:

We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance.

The Personal Lines CSR provides complete support for our Personal Lines Department with expertise in Property Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description

The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As a CSR, you can directly affect and control our clients’ experience.

Job Requirements:

• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing Personal Lines insurance with multiple carriers, and wholesalers
• Minimum of 2 years of experience as a Personal Lines CSR/Account Manager
• Must be able to multitask and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Insurance designation (Preferred)

Desired Skills:

• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail

Responsibilities include but are not limited to the following:

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Experience:

• Personal Lines CSR/account manager: 2 years
• Quoting/marketing Personal Lines insurance with multiple carriers: 2 years (Preferred)

Requirements:

• PC license

• Insurance designation (Preferred)