Personal Lines Customer Service Representative

Benefits

• Salary with incentives for adding new customers and for retaining/increasing current book of business through cross-selling

• Health Insurance

• Dental Insurance

• Long-term Disability Insurance

• Paid time off and paid holidays

• 401K with employer matching factor

• Profit Sharing Options

• Group Life Insurance

• In-house continuing education (C.E.) options

• Support to pursue professional designations

Responsibilities

• Review each account in detail as you work with it, for E & O prevention purposes (in the same way that you would “proof” an account if a Broker of Record letter were accepted by a new agency).

• Maintain and stabilize the accounts, re-marketing if/as needed.

• Cross-sell where there are such opportunities.

• Point out coverage gaps to clients and obtain sign-offs if the clients choose to leave those gaps as is.

• Handle call-in/walk-in prospects as part of a staff rotation.

• Assist in marketing or re-marketing activities for the producers as needed.

• Provide the same type of supplemental support if/as needed based on other staff developments within the agency (vacations, illnesses, new hires – both sales and service, projects, etc.).

Requirements

• Active insurance license preferred

• Insurance service and/or sales experience

• Familiarity with local marketing area

• Phone skills

• Ability to maintain accurate files