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Personal Insurance CSR / Account Technician

Personal Insurance CSR / Account Technician

Lawley InsuranceTampa, Florida, United States
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To apply, please utilize the following link :

https : / / www.lawleyinsurance.com / careers / personal-insurance-csr-account-technician-tampa-florida-onsite /

Lawley’s division in Tampa, Florida, is hiring for a personal insurance CSR / account technician! This position is fully onsite and would provide support to the Tampa personal lines team in obtaining, maintaining, expanding, and servicing accounts, as well as checking all renewals, endorsements, and cancellation documents for accuracy. An ideal candidate has at least one year of insurance experience in account servicing / support and a 440, 20-44, or 220 license. Apply today to join a collaborative team with a family-oriented culture that supports your growth and development in your insurance career!

Fundamental Components of the Job :

  • Provide support to Personal Lines teams in obtaining, maintaining, expanding and servicing accounts.
  • Check all renewal, endorsements and cancellation documents for accuracy and secure corrections.
  • Prepare policies and product for delivery to insured and invoicing.
  • Refer gaps in coverage, low limits and other account deficiencies to the Account Manager.
  • Invoice all transactions within specified time frames.

Other Functions of the Job :

  • Expand and grow in your role when supporting miscellaneous duties as requested.

    • Skills / Traits That We Value for This Role :

  • At least one year insurance experience in account servicing / support.
  • Property / Casualty License or 440, 20-44, 220 license required.
  • Relevant knowledge of insurance products, documents and usages.
  • Computer skills are a must; EPIC experience is preferred.
  • Ability to work well independently and on a team.
  • Incredible attention to detail and organizational skills.
  • Open to continuing education, college degree preferred.
  • Positive attitude, even in a high-stress environment.
  • A passion to achieve results, and the resourcefulness to do so.
  • A passion to make customers and coworkers feel important and valued.
  • Capability to work quickly and efficiently.
  • Methodical, yet swift decision-making skills.
  • Precise communication skills, verbal and written, even under time constraints.

    • What’s in It for You?

    A bit about Lawley!

  • We are not a call center environment.
  • We achieve success by building genuine relationships together with our teams and clients.
  • We are now part of a family-owned insurance broker (70+ years)!
  • We are deeply committed to the communities we serve and love to get involved.
  • We work hard and play hard!

    • Why Lawley?

  • Competitive salary and referral bonuses!
  • Educational support, career development, and growth opportunities.
  • Job Security (we’ve never had a lay-off, even during the pandemic).
  • Collaborative, fully onsite team – business hours 8 : 30am-5 : 00pm.
  • Comfortable, family-oriented culture, with an emphasis on work-life balance.
  • Fulfilling opportunities that align with your career path and our business needs.

    • About Lawley Insurance :

    The Lawley Mission

    Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.

    We would love to welcome you to our Lawley Family!

    Take a look at our careers page to get more information on our current openings : https : / / www.lawleyinsurance.com / career-opportunities /

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    Personal Insurance • Tampa, Florida, United States

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