What are the responsibilities and job description for the Personal Lines CSR position at Bing Recruitment?
Job Description
Job Description
Independent Retail Insurance Agency is seeking a dynamic and experienced Personal Insurance Account Manager or Customer Service Representative. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. There is flexibility to be hybrid after the first few weeks of training.
Responsibilities :
- Serve as the primary point of contact for a portfolio of personal insurance clients
- Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
- Identify new market opportunities and develop strategies to expand our customer base
- Build and maintain strong relationships with key clients, ensuring their needs are met
- Prepare and present insurance proposals and renewals to clients
- Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
- Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities
Qualifications & Experience :
