Personal Lines CSR

Description

North Point Insurance Agency, Inc. (ALKEME Insurance) is in search of a Customer Service Representative. In the onset of this career the individual will work closely with our agency trainer to learn all the aspects of the CSR role (Policy Servicing, Billing, Processing Payments, Processing Mail, etc.).

This will also allow our candidate to learn the ins and outs of the insurance world, what different terms and phrases mean, and give opportunity for plenty of growth within the agency. We are searching for someone who is dependable, personable, detail oriented, a quick learner, functions well in a face paced environment, and can multitask.

This candidate should be able to function on their own and within a team, have great computer skills, phone skills, communication skills, and customer service experience.

NOTE

• This position is on-site (5x per week) with North Point Insurance Agency and the location is 7 Finney Blvd Malone, NY 12953
• You can visit the website at https://www.northpointins.com

Essential Duties and Responsibilities:

• Utilize computerized rating software, including integrated rating and company websites, to provide quotes to Account Managers.
• Utilize software and Internet sites to gather motor vehicle reports, credit scoring, CLUE reports, photos, and inspection reports to assist in the front-line underwriting of new business.
• Learn company underwriting guidelines to accurately quote new and renewal business.
• Input client and underwriting information into the agency management system.
• Build and maintain rapport with producers, clients, and insurance company underwriters.
• Assist with individual or corporate projects that may be assigned by management occasionally.
• Assists or fills in for Account Manager as directed.
• Performs additional assigned duties as necessary.

Performance is up to standard when:

• Quotes are processed on a timely (within one working day) and accurate basis.
• Data entry is consistently accurate, and backlog is not more than 2 working days.
• Agency policies and procedures are adhered to.
• A supportive and cooperative attitude is always maintained.

Requirements

• Must be an assertive self-starter with the ability to influence others
• Should have demonstrated effective presentation skills through both verbal and written communications
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.

Salary Description

$35,000 - $40,000 per year

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

License/Certification:

• Property & Casualty License (Preferred)

Ability to Commute:

• Malone, NY 12953 (Required)

Work Location: In person

Salary : $35,000 - $40,000