Title- Personal Lines Customer Service Representative and or Account Manager
Summary- Provides support in obtaining, maintaining, expanding, and servicing accounts. Quoting and binding of policies, cross selling, service renewals. Helps the agency meet its profit and growth objectives. Must be enthusiastic, friendly, and respectful.
Duties: Quote new and renewal policies and explain to customers
· Advise clients on insurance matters and bind policies
· Review applications, renewal request, endorsements
· Process Mortgagee request and provide Dec Pages
· Process cancellations requests
· Prepare forms/ Apps and make sure info gets into our system (AMS)
· Keep up with companies, worksheets, forms, bulletins, and manuals
· Take claim reports and maintain files in office management system (AMS)
· Keep up with (CE) continuing education and computer development
· Perform other work duties as required
Experience and Skill Background: Two years’ experience as CSR. Knowledge of Microsoft Word, Excel, Outlook, Windows and AMS. Explaining policies to clients in person or by phone. Ability to manage time and stay on task and be a team player.
Qualification- 4-40 CSR Licensed | 20-44 P&C License |2-20 Agent Licenses may also be used.
Contact -Mint Lancaster
Company DescriptionA professional Independent Insurance Agency offering Home, Auto, Business and Life insurance. Staff consist of people you can depend on: honest, professional and caring. We are committed to a high standard of excellence in all we do. Our customers are our number one priority. Our knowledge of our industry and sincere interest in people is how we grow! Family owned and operated.Company DescriptionA professional Independent Insurance Agency offering Home, Auto, Business and Life insurance. Staff consist of people you can depend on: honest, professional and caring. We are committed to a high standard of excellence in all we do. Our customers are our number one priority. Our knowledge of our industry and sincere interest in people is how we grow! Family owned and operated. Read Less