Customer Service Agent - Personal Lines Insurance

ProValue Insurance is an independent agency providing comprehensive insurance products and business services to organizations in need of risk protection. Delivering unparalleled knowledge and experience, ProValue helps protect against more than organizational risk, offering coverage for personal assets to individuals throughout Mid-America. Other ProValue Insurance affiliated and/or owned companies include Ag-Services, LLC.

A Day in the Life:

As a Personal Lines Customer Service Agent (CSA-PL) you will spend a typical workday providing information and advice to customers relating to insurance products and policies. You must be able to understand a wide variety of personal lines related concepts and policies including but not limited to automobile, homeowners, inland marine, dwelling fire, umbrella, recreational vehicle, travel trailer, boat, motorcycle, and flood. This includes a general knowledge of the various laws and regulations that are spelled out for each product and the specific insurance coverage that would fit the customers needs.

Daily, you will prepare insurance applications and supporting documents, review documents and other information for completeness and accuracy, as well as submit prepared documents to the appropriate insurance carriers. Procedures, workflows, and tasks prepared by the agency should always be followed.

In this particular role you will be responsible for:

• Remarketing existing customers
• Taking care of various service needs including renewal questions, policy changes, billing questions, claims questions, etc.
• Providing an outstanding customer service experience
• Writing and placing new business

This position also requires a sales mentality, and you will be required to market new and existing products to clients and prospects. You will be responsible for assisting in the overall success of the personal lines department and achieving the departments sales and profitability goals established each year. Cross-selling and account rounding is also expected.

You must have adequate self-organization skills, including the ability to efficiently prioritize and maintain proper documentation along the process. Multi-tasking is a regular day to day function. A CSA-PL needs to have a sense of urgency for daily tasks and customers needs and requests.

This position works professionally with all departments and needs to work cohesively as a team. A CSA-PL exudes a positive attitude, flexibility and a mindset and is eager to help others.

One of your most important responsibilities and priorities is to develop excellent relationships with customers, underwriters, and other team members and be able to identify the uniqueness the carriers bring to the table.

This position reports to the Vice President of Operations.

What You Will Need to Do This Job:

• A high school diploma or equivalent, with 1-2 years of direct customer service experience required or an equivalent combination of education and/or experience.
• Must have or be willing to obtain a government issued photo ID.
• Have or be willing to obtain the appropriate insurance licenses (Property & Casualty or Life & Health).
• Maintaining necessary Continuing Education and have the desire and ability to pursue designations, if approved.
• Conduct business in an ethical manner and be a person of the highest integrity and honesty.
• Very dependable with a high sense of urgency.
• Abstract reasoning and problem-solving ability.
• Quality data entry and the ability to use and understand technology including a computer, smart phone, tablet and various software programs and apps. Diligently maintain the Agency Management Systems integrity.
• This position generally works in an office environment but is occasionally exposed to outdoor conditions or other locations. Long periods of sitting, standing and computer work are required. The ability to speak, hear, and type is also required. You will regularly lift 20 pounds or less.
• This position will also be required to perform other duties as assigned by management.

DISCLAIMER

This Job Description indicates the general nature and level of work expected. It is not designed to cover every activity, duty or responsibility required of the employee. This job description in no way alters employment-at-will and is not a guarantee of employment now or in the future.

I agree that I can perform the job as stated above and am able to work in these conditions.