What are the responsibilities and job description for the Commercial Lines Customer Service Representative position at Independent Insurance Agents of North Carolina?
Job Description :
The Commercial Lines CSR at White Insurance Agency, Inc. is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Insurance license required. This job is not fully remote.
Do not apply if you want remote work only. We will consider a hybrid schedule "only" after you have been fully trained to our procedures." 'Do not apply if you do not have an insurance license and commercial insurance experience."
Benefits / Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. We use the EPIC management program.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and / or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and / or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Hold the insurance license required by your state and have a minimum of one years licensed commercial lines insurance account management experience as well as a Bachelor's Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Responsibilities
Qualifications
Flexible work from home options available.
Compensation : $50,000.00 - $80,000.00 per year
YOUR FUTURE at White Insurance Agency Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place!
At White Insurance Agency our mission is to provide the best insurance value for our clients. We strive to provide friendly professional service by putting our customers first. We are looking for associates with a team concept willing to learn from mistakes a concern for our client insurance protection program in a goal of making our agency a wonderful place to work
Celebrating 70 years of professional service to western North Carolina. Most of our associates have between 10 and 20 years with the agency. We value a strong relationship with our clients in a team environment of working together. We are willing to train and educate our staff for their continued career advancement. We strive for our clients and associates to be successful together we offer.
Competitive salary and compensation based on experience and job function. Our benefits include employee health life dental and long-term disability paid by the agency. We provide 401K benefits by matching a 5% associate contribution with a 4% agency match. We pay for Sam's Club membership. We provide competitive vacation and leave time when fully trained in your position remote work is possible. In the past we have taken our associates and their families to Gatlinburg for a weekend retreat. We also plan staff events during the year (Asheville Tourists baseball game for our families and rooftop brewery events for our associates) We understand the importance of work life balance and the needs of a growing family.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Salary : $50,000 - $80,000
