Personal Lines Client CSR
Personal Lines Client CSR
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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 problemsolving 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 clients 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 coworkers.
Be a selfstarter 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 multitasking 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:
YOUR FUTURE as an Independent Insurance Agent Starts Here
If youre looking for a career that offers flexibility job stability strong compensation and more then youve come to the right place! Working with an IIANC member agency is a great career choice!
IIANCs members are Trusted Choice independent insurance agencies located all across North Carolina. Youll find nearly 1000 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.
Employment Type
Full-Time
