Personal Lines Customer Service Representative needed for Independent Insurance Agency in Cary NC Job at Independent Insurance Agents of North Carolina, Cary, NC

  • Independent Insurance Agents of North Carolina
  • Cary, NC

Job Description

Personal Lines CSR

The Personal Lines CSR at Ed Moore & Associates, Inc. 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

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.

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Qualifications

Hold the insurance license required by your state and have a minimum of two years personal lines insurance account management experience. We may be willing to train the right candidate.

Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well reading skills to accurately perform simple calculations.

Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.

Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.

Technology and computer proficiency including agency management systems preferred.

Benefits/Perks

Competitive Pay

Professional Development

Job Stability in a growing industry

Paid Vacation and Sick Leave

Group Health Insurance

Independent Insurance Agents of North Carolina

Job Tags

Similar Jobs

Aurora Health Care, Inc.

Surgical Technologist (ST) - Green Bay Job at Aurora Health Care, Inc.

 ...the east side. We have amazing staff of registered nurses and surgical techs and, we also work very closely with OR EVS and anesthesia...  ...Highly competitive Sign-On Bonuses-up to $12,000 based on experience. Benefits DAY ONE Top Referral program ExCEL Professional... 

Airrack

Junior Producer Job at Airrack

 ..., innovative YouTube videos that get millions of views. We're creative, gritty, and passionate about making content no one else dares...  ...see how far digital storytelling can go!THE ROLEThis is an entry level production role for someone who wants to build a career making... 

Mark Rink.

Entry Level Communications Representative Job at Mark Rink.

 ...and brands into legends. Job Description Job Description : We are seeking a motivated and enthusiastic Entry Level Communications Representative to join our dynamic team. This position is an excellent opportunity for a recent graduate or someone looking... 

General Motors

Staff Lead Engineer for Interior Lighting Job at General Motors

 ...Lighting DREs, helping engineers work through complex technical...  ...involving optics, mechanical design, electronics, software, materials,...  ...PCBAsManufacturing, tooling, and assembly processesProduct validation...  ...well-being-at work and at home-so you can focus on realizing... 

Northwestern Medicine

Physician: Orthopedic Hand Surgeon - Warrenville, IL Job at Northwestern Medicine

 ...under one mission - Patients First.Job DescriptionNorthwestern Medicine is actively seeking a fellowship-trained Hand/Upper Extremity/Microvascular Surgeon to join our seven-member Orthopaedic hand practice. Practice only your upper extremity specialty in one of the most...