Personal Lines Customer Service Account Manager

Our Team Members main job is to take care of the person they are talking to whether that is a client, prospect, vendor, wrong number, whatever. We take care of people all day long. Period.

CSR Job Duties/Responsibilities (what you will be doing day in and day out):

• Basic customer servicing of existing clients by phone, email, or in office appointments

• Answer high level, difficult, policy and coverage questions including interpretation of policy wording (often with documentation required) for home, auto, boat, and other personal lines policies

• Process coverage change requests and offer coverage guidance to clients

• Process claims (FNOL & give guidance) as needed

• Answer basic coverage & billing questions, process payments, provide proof of insurance, etc

• Answer inbound phone calls (lots of them) & take messages as needed

• Gather information from new and existing clients and complete ACCURATE quotes, applications, quote sheets, etc. and document files with all required information & documentation in a timely manner (signed apps, supporting docs, quote sheets, etc completed in time with agency guidelines)

• Complete projects, from clients or those assigned by Agents within the time allotted

​​

Qualifications:

• Experience: REQUIRED 1+ years in insurance agency or insurance company customer service/sales with heavy client interaction. (we’re not a huge shop, so we’re not yet able to train from the ground up – please do not apply without 1 year experience)

• Licensing: REQUIRED minimum of 4-40 P&C license & ability to pass the 20-44 or 2-20 General Lines test within 6 months of hire (again, not a huge shop so you need to have a 4-40 at a minimum)

• Technology: Proficiency with ALL the following: Personal Computer, Windows OS, Outlook, Word, Adobe, Internet Explorer/Google Chrome (YES, there will be a test)

• Education: High School Diploma or Equivalent

• Must be willing to submit to an extensive, in-depth background check as a part of the application process