P&C Licensed CSR-Agent
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Job Location:
Canfield, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
P&C Licensed CSR-Agent
Job Summary
Seeking a dedicated and experienced P&C Licensed CSR-Agent to join a dynamic team at a well-established insurance agency. This role is pivotal in managing client relationships ensuring exceptional service delivery and supporting the growth of the business. The ideal candidate will have a strong background in insurance excellent organizational skills and a passion for providing top-tier customer service. This is a fully in-office position offering an opportunity to work in a collaborative and professional environment.
Responsibilities
- Manage a portfolio of insurance accounts ensuring client satisfaction and retention.
- Handle daily administrative tasks including quoting new and renewal business.
- Collaborate with team members to provide seamless support for clients across various lines of business.
- Maintain accurate records and documentation for all client interactions and policies.
- Provide expert advice and solutions tailored to clients insurance needs.
- Assist in the growth and development of the agency by identifying opportunities for cross-selling and upselling.
- Ensure compliance with industry regulations and company policies.
Qualifications/Requirements
- Licenses/Designations: Holds an active P&C (Property and Casualty) insurance license.
- Experience: Minimum of 3-5 years of experience in an insurance account management role.
- Technical Skills: Proficiency in insurance software and tools.
- Soft Skills:
- Strong communication and interpersonal skills.
- Exceptional organizational and time-management abilities.
- Problem-solving mindset with attention to detail.
- Ability to work collaboratively in a team-oriented environment.
- Customer-focused with a proactive approach to service delivery.
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Required Experience:
Unclear Seniority
Key Skills
About Company
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