Commercial Insurance Specialists in Dade City Florida is seeking an Experienced Personal Lines Insurance Account Manager/CSR to join our team. Candidates must have at least 2-5 years of personal lines customer service experience. Preferred to have a 220 license (would consider a 440). Our ideal candidate will be resourceful in researching client solutions and be a team player with the ability to work well with others in an office environment. Prioritization and a high sense of of urgency to respond to clients is a must. Familiar with with Applied or EPIC Software a plus. We are currently seeking a Full
- Time Licensed Personal Lines CSR .
Personal insurance experience required.
Licensed Personal Lines Insurance CSR License:
- Preferred to have a 220 license (may consider a 440)
Licensed Personal Lines Insurance CSR Responsibilities:
- Servicing clients through processing policy changes
- issuing new quotes along with intermittent receptionist duties.
- Prequalifies and analyzes prospect's personal insurance needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.
- Actively solicits increases in coverage or rounding out accounts through sales to clients.
- Educates clients about coverage limitations and informs clients of policy changes, coverage exclusions and insurance coverage needs.
- At each service contact, reviews current client coverages and recommends coverage and/or market changes to ensure high quality protection.
- Remarkets renewals as needed.
- Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current.
- Maintain in-depth knowledge of computer system functions, procedures, coding and reporting capabilities for all carriers.
Licensed Personal Lines Insurance CSR Requirements:
- Empathetic and a "client-first" attitude
- Excellent communication skills, a positive attitude and strong knowledge of the insurance industry
- Solid computer skills including but not limited to Word, Excel and Outlook
- Strong customer service focus with a highly professional and timely manner
- Full knowledge of insurance products and usage.
- Must possess strong verbal and written communication and organizational skills.
- Must have the ability to handle multiple and changing priorities in a fast-paced team environment.
- An active P&C license What we offer:
- Excellent and competitive salary based on experience and performance
- Excellent Health, Dental and Vision Benefits
- 401k with company matching
- Generous Paid Time Off Benefit, and Paid Holidays
- Flexibility and small company feel
Job Type:
Full-time Job Type:
Full-time Pay:
$52,000.00
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance
Work Location:
In person