Personal Lines Customer Service Representative

Personal Lines CSR

The Personal Lines CSR 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

Benefits / Perks

Compensation : $35,000.00 - $50,000.00 per year

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Insurance is a fast-paced industry with plenty of opportunities to put your unique skills to use, and Peak take this to the next level with a heart for service and a bias for latest in technological advances. Integrity, Excellence, Respect and Simplicity are at the core of our organization because they are at the core of our people. The decisions we make, the people we partner with, and the obstacles we choose to overcome will always come back to this : we want to simplify insurance for our customers because we live with integrity, believe in excellence, and treat others with respect. It's just that simple. If the above statement echoes your own thoughts about what a career should be, then it's time we meet. Apply for a career with Peak Insurance Group today!

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.