Personal Lines CSR at Arens-Webb InsuranceThe Personal Lines CSR at Arens-Webb Insurance is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities include:
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Actively solicit increases in coverage or rounding out accounts at every service contact.
Resolve product or service issues by clarifying the customer's concern, 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.
Qualifications include:
Hold North Carolina property and casualty insurance license and have a minimum of two years personal lines insurance account management experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
