Personal Lines Insurance Csr/Account Manager

Personal LinesCSR/Account Manager

About the Company:

Sanford, Bruker & Banks has a long history of providing insurance in Augusta and surrounding areas since 1915. Our Agency is looking for a Personal Lines Customer Service Representative to join our team due to growth. Company offers comprehensive benefits package including:

• Medical, Vision, and Life Insurance
• Health Savings Account with monthly agency contribution ($1,000 a year)
• Supplemental Life Insurance
• Long Term Disability
• 401K
• 15 Days Paid Vacation & Sick Days (After a 90-day onboarding & probationary period)
• Paid Holidays
• Hours Monday thru Friday 8:30-5pm
• Salary Position

Duties and Responsibilities include:

• Learn insurance quoting software (EZLynx) to provide quotes to Producers for “New” business in a timely manner. Primary responsibility in beginning of employment will be quoting in rating software, and matching with best carrier, and will work into other duties & responsibilities after efficiency in quoting “New” Personal Lines business.
• Promptly answer calls & email inquiries and perform insurance related functions.
• Maintaining account files & documentation.
• Provides timely, professional, accurate, communication to client, team, insurance carrier representatives and underwriters.
• Preparing & submitting policy change requests.
• Leading renewal process (obtaining quotes, creating proposals for Producers/Agent, preparing applications to be signed by insured, Issuing auto ID cards & certificates of insurance, etc.)
• Taking payments from customers/upload to appropriate company website.
• Support Producers/Agents to market new and renewal accounts.
• Determines reasons for requests for cancellations; acts to save accounts; notifies the specific Producer/Agent as necessary.
• Processes and follows up on all client requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Learn & be efficient using agency management software. (HawkSoft)

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.*

Requirements/Experience:

• 1 -2 years recent insurance experience preferred. Strong desire to learn and build career in insurance.
• Current Property & Casualty License is required to perform all the Personal Lines CSR duties. Agency will pay for all renewals of license & continuing education.
• Must have good attitude, teachable, and excellent work ethics & habits.
• Prompt attendance a must.
• Able to work independently and enjoy a high degree of interaction with team members.
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals & objectives.
• Self-motivated and driven.
• Maintain a sense of urgency and ability to work with and meet deadlines.
• Demonstrates excellent time management and prioritization skills.
• Attention to detail and commitment to a high level of accuracy.
• The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information.
• Personal Lines CSR position is designed to support the Producers/Agents with their book of business and has a clear Career path to becoming one yourself in the future after mastering current position.

Job Types: Full-time, Part-time

Pay: $42,142.79 - $50,752.60 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• High school or equivalent (Preferred)

Experience:

• Personal Lines Insurance: 1 year (Preferred)

License/Certification:

• Current Property & Casualty License (Required)

Work Location: In person