Personal Lines CSR

As a Customer Services Rep /Account Manager within the Personal Lines Department your duties are key to the agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required. We will train candidates new to the industry.

You will learn to;

o Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts,

o Support Account Managers with special projects and client development

o Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry.

Requirements:

You will be required to obtain a P&C Insurance License within 90- 180 days of employment.

· One must possess strong customer service skills, and attention to detail.

Duties and Responsibilities include:

· Accurately maintain all customer information in the computer management system.

· Take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from the company are correct.

· Learn to be proficient and knowledgeable of the various company products.

· Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.

· Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).

Once licensed, you will provide additional Personal lines support where you will receive insurance customer service training and be mentored by the agency’s manager.

· You will be able to answer coverage questions, and recommend coverage's, process policy changes.,

· Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).

· Retain renewal business by contacting insured to review coverages.

· Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.

· Develop existing accounts by attempting to provide additional coverages on existing policies or add additional lines of business (cross-sell).

· Assist the agency in developing new business by providing accurate quotes in a timely manner; prepare proposals, and complete company required forms and requests.

Qualifications

o Strong written and verbal communication skills

o Detail oriented, excellent follow-through

o Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills

o Ability to organize, prioritize and self-manage workload in digital workflows

o Confident and outgoing

o Prior business office support experience a plus

o High School Diploma

Lincoln-Leavitt has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group, one of the nation’s largest privately-owned insurance agency brokers. Being a member of our team offers a competitive hourly rate and opportunities for growth and a full benefits package that includes:

Benefits

• 401(k) with matching employer contributions,

• Hourly wage between ($ 22.00- $ 26.00 /hr. DOE)

• Health Savings Account (HSA)

• Dental and Vision, FSA

• Paid Vacation and Sick time

• Professional Training & Development

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