Personal Lines Client CSR
Full Time • Huntersville - 125161
Job Description: The Agency is seeking an experienced Personal Lines CSR. The successful candidate will be responsible for maintaining solid client relationships with personal lines clients by handling insurance coverage inquiries and concerns with speed and over the top professionalism.
The candidate will interact daily with clients, insurance carriers, and fellow employees while conducting specific service and marketing activities.
The ideal candidate will have Personal insurance industry experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills.
The candidate must:
• Answer client calls and correspondence regarding new or existing insurance policies.
• Work with prospects to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.
• Set appointments and/or client calls to review existing policies, explore coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Work with clients to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, arrange payment options, and provide requested documentation.
• Process Certificates and Evidence of Insurance as requested
• Resolve product or service issues by clarifying the client's concerns; 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 all records of client interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.
• Participate in agency marketing activities, networking, meet with carriers, attend CE sessions and other agency functions.
The candidate will:
• Hold the insurance license required in North Carolina (or willingness to obtain)
• Have experience using Agency Management Software, along with basic technology and computer proficiency with Microsoft suite of products.
• Have comparable work experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospects.
• Demonstrate strong client focus, people orientation, and written and verbal communication skills.
• Display a positive, helpful attitude to help create a friendly environment for clients and co-workers.
• Be a self-starter with excellent time management skills with a personal accountability mindset.
• Possess excellent math and reading skills to accurately perform simple calculations.
• Have strong attention to detail, organization, multi-tasking, and follow up skills.
• Have the ability and tact to handle difficult client phone calls and solve complex problems without direct supervision.
Qualified applicants are invited to send resumes along with interest to: shawn@foglegroup.com
The candidate will interact daily with clients, insurance carriers, and fellow employees while conducting specific service and marketing activities.
The ideal candidate will have Personal insurance industry experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills.
The candidate must:
• Answer client calls and correspondence regarding new or existing insurance policies.
• Work with prospects to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.
• Set appointments and/or client calls to review existing policies, explore coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Work with clients to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, arrange payment options, and provide requested documentation.
• Process Certificates and Evidence of Insurance as requested
• Resolve product or service issues by clarifying the client's concerns; 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 all records of client interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.
• Participate in agency marketing activities, networking, meet with carriers, attend CE sessions and other agency functions.
The candidate will:
• Hold the insurance license required in North Carolina (or willingness to obtain)
• Have experience using Agency Management Software, along with basic technology and computer proficiency with Microsoft suite of products.
• Have comparable work experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospects.
• Demonstrate strong client focus, people orientation, and written and verbal communication skills.
• Display a positive, helpful attitude to help create a friendly environment for clients and co-workers.
• Be a self-starter with excellent time management skills with a personal accountability mindset.
• Possess excellent math and reading skills to accurately perform simple calculations.
• Have strong attention to detail, organization, multi-tasking, and follow up skills.
• Have the ability and tact to handle difficult client phone calls and solve complex problems without direct supervision.
Qualified applicants are invited to send resumes along with interest to: shawn@foglegroup.com
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)