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Form of workJob Description
Benefits/Perks
The Personal Lines CSR at Gary Knisley Allstate Agency is responsible for maintaining customer relationships by handling insurance coverage inquiries and concerns with speed and professionalism while conducting specific service and marketing activities.
Responsibilities
- Competitive Pay
- Performance Bonuses
- Paid Time Off
- Health Care Benefits
- Professional Development
- Job Stability in a growing industry
The Personal Lines CSR at Gary Knisley Allstate Agency is responsible for maintaining customer relationships by handling insurance coverage inquiries and concerns with speed and professionalism while conducting specific service and marketing activities.
Responsibilities
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
- Proactively call clients to resolve coverage and billing issues and seek opportunities to broaden the client's relationship.
- Set appointments for client to review existing policies, revise liability limits, 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.
- Actively solicit increases in coverage or rounding out accounts at every service contact.
- 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, following up to ensure resolution.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
- Hold a Property & Casualty insurance license in the State of SC.
- Possess a strong knowledge of insurance products, coverages, usages, rating procedures, underwriting procedures, and industry operations.
- Have the ability to tactfully handle difficult customer phone calls and solve complex problems without direct supervision.
- Demonstrate strong customer focus and an excellent phone presence.
- Demonstrate strong written and verbal communication skills.
- Possess excellent math and reading skills to accurately perform simple calculations.
- Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
- Technology and Computer proficiency including agency management systems.
- Have a competitive spirit with a strong desire to achieve individual and team goals.
