drjobs Personal Lines Account Representative

Personal Lines Account Representative

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1 Vacancy
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Job Location drjobs

Newport Beach, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Description

Job Summary

We are looking for a diligent and customerfocused Personal Lines Account Representative to join our team. The ideal candidate will help manage insurance accounts for our clients providing excellent service and support.

Responsibilities

  • Assist clients with insurance policy inquiries and changes
  • Provide exceptional customer service and support
  • Process new business renewals and endorsements
  • Maintain accurate client records and documentation
  • Collaborate with insurance carriers to obtain quotes and bind coverage
  • Support the sales team with various administrative tasks
  • Stay current on insurance industry trends and regulations

Qualifications/Requirements

  • Proven experience in an administrative or customer service role
  • Familiarity with insurance products and services
  • Strong communication and interpersonal skills
  • Detailoriented with excellent organizational abilities
  • Proficient in Microsoft Office Suite and CRM software
  • Ability to multitask and prioritize in a fastpaced environment
  • P&C (Property and Casualty) Insurance License or willingness to obtain within 90 days of employment

Compensation Package

  • Compensation: Between $50k$60k (based on experience)
  • Competitive benefits package paid time off professional development opportunities etc.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

#LIDM2


Required Experience:

Unclear Seniority

Employment Type

Full-Time

Company Industry

About Company

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