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Commercial Insurance Specialists, LLC

Insurance Personal Lines Account Manager/CSR

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Job Description

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
  • $65,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance