Personal Lines CSR

Purpose of Job:

• To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive and Account Manager.


• To back-up receptionist with walk-ins.


• To assist in the retention of existing accounts.

Responsibilities:

• Process daily mail that has been distributed by First Impressions


• Review & process daily download for Account Executive & Account Manager


• Process change, billing, & cancellation requests for clients


• Process mortgage requests and changes


• Communicate with Account Executive & Account Manager on renewal book of business


• Provide excellent service at all times


• Communicate with Team Members in a professional manner


• Learn specific company coverage offerings


• Help in maintaining up-to-date client contact information
  

Job Qualifications:

• Advanced computer skills


• Purpose of Job: Self-Motivation


• Ability to work in a team environment


• Exceptional communication and time management skills


• Ability to multitask

Performance Measurements:

• Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management and account retention.

Benefits:

• 401k Match


• Profit Sharing


• Section 125 - Daycare, Health, Dental & Vision


• 35 Hour Work Week


• Vacation


• PTO


• 7 Paid Holidays & Birthday off


• HSA Health Insurance - 100% of Employee Paid


• $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
  


• Licensing & CE Scheduled & Paid by Agency


• Group Long Term Disability - at your cost


• Group Dental - at your cost


• Group Vision - at your cost


• Aflac Benefits - at your cost


• LegalShield - Shared cost