Personal Lines Customer Service Representative

Arens-Webb, Inc.

Personal Lines Customer Service Representative

Wilson, NC
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k) matching

    Competitive salary

    Dental insurance

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Vision insurance

    About this Agency Arens-Webb, Inc. has been a leading provider of insurance solutions to our clients since 1946. We strive to deliver superior service through a company-wide work ethic, and a commitment to excellence and customer satisfaction. As part of our team, you will be provided an opportunity to excel in a collaborative environment with an understanding of our employees’ need for a work \ home life balance.

    Job Description

    The Personal Lines CSR at Arens-Webb Insurance is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees 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.

    Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.

    Set appointments and/or client calls 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.

    Qualifications

    Hold the insurance license required by your state and have a minimum of two years personal lines insurance account management experience

    Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.

    Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.

    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.