What are the responsibilities and job description for the Personal Lines CSR Assistant position at Forth Insurance?
Summary
Provides support and assistance to CSR’s in maintaining the appointed book of business, achieving growth and improving customer satisfaction.
Duties and Responsibilities include, but are not limited to the following :
- Daily production and delivery of :
Proof of insurance
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies :
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and / or Experience
High school diploma or general education degree (GED) or higher
Certificates, Licenses, Registrations
Property and casualty insurance license preferred.
Other Skills and Abilities
Ability to learn personal insurance terminology and coverage forms.
Computer Skills
To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Microsoft Excel. Ability to use basic office machines.
Bank Culture / Customer Service Skills
Physical Demands
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment
The noise level in the work environment is usually moderate
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bancorp or its subsidiaries (the Company) shall, in their discretion, modify or adjust the position to meet the Company’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Company’s sole discretion.
Forth Insurance is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information, or any other basis protected by law.
About Forth Insurance :
Forth Insurance is an independently operated agency offering full-service insurance to protect every part of life’s journey. Built on a legacy that began in Louisiana more than 100 years ago, Forth provides experienced guidance on a range of commercial, personal and benefits services. With offices located throughout Louisiana and parts of Texas, Forth serves clients across the southern U.S. and beyond.