What are the responsibilities and job description for the Personal Lines Account Manager - Insurance CSR position at Peterson & Grantham Insurance Brokers?
About the Role:
The Customer Service Representative (CSR)/Account Manager plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. Reporting to the Owner, a CSR is someone who loves talking to and helping people, a creative thinker who can assist and service a variety of insurance products, and someone who looks to proactively solve any issues. The CSR will provide information on a variety of complex customer service issues regarding different P&C products to help grow agency retention and build customer loyalty.
In this role, expect to:
- Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner.
- Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions.
- Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction.
- Navigate dozens of insurers' products and agent portals
- Utilize complicated, evolving software, such as our CRM and in-house comp rater
To Succeed in this role, you have:
- Industry Experience: you havetwo to three years of P&C Insurance experience in the independent realm and actively hold a Property and Casualty or Personal Lines license.
- Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
- Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision
- Comfort with our Carriers: We work with a wide range of carriers which include the Ca Fair Plan, Mercury, CIG, Travelers, Nationwide, Safeco, Progressive, and many others. You having firsthand knowledge of many of our carriers will go a long way.
- Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions.
- Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously
Compensation:
Base Salary is $65K – Automatic Increase to $68K after the first year.
-Opportunity for Bonuses
-50% Commission for Personal Generated Policies
-Medical/Dental/Paid Time Off/Sick Days/401K with a Matching
Job Types: Full-time, Permanent
Pay: $65,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Supplemental Pay:
- Bonus opportunities
Location:
- California (Required)
Work Location: Remote
Salary : $65,000 - $70,000
