What are the responsibilities and job description for the Personal Lines CSR position at Reed, Wertz & Roadman, Inc.?
Job Description: Personal Lines Representative
Department: Personal Lines
Reports to: Personal Lines Manager
POSITION SUMMARY
We are currently seeking an experienced administrative assistant to support client services in our Personal Lines Insurance Division. The ideal candidate should be upbeat and positive. We support employee growth through professional licensing and internal growth within the agency. We also have an excellent benefits package and competitive compensation arrangements.
JOB DUTIES/ESSENTIAL FUNCTIONS
- Perform all account transactions including applications, quotations, ID cards, proposals, summaries,
- endorsements, certificates, binders, cancellations, follow-up, and correspondence on assigned accounts using the Agency’s Management System
- Respond to client inquiries, incoming mail, and company requests on a timely basis.
- Collect renewal data on assigned accounts.
- Review and order renewals according to Agency procedures. Check applications and policies for accuracy. Investigate non-renewals and assist in remarketing accounts.
- Scan policies, endorsements and other documents as required to Agency Management System as needed.
- Work with the Producers and Remarketing Department to review, analyze, and submit applications for existing business to the insurance companies for accounts being remarketed.
- Prepare quotations (coverage summaries/comparisons, proposals, and recommendations) as needed to facilitate clients/prospects understanding of coverage.
- Utilize Agency Management System to maintain & document files and process transactions on all accounts.
- Perform other duties as assigned.
- Prompt and reliable attendance required.
POSITION REQUIREMENTS
Education/Experience: High School diploma or equivalent, 2 to 3 years of insurance agency experience working with Personal lines products preferred; knowledge of Microsoft Word and Excel helpful; Applied knowledge a plus. Bachelors degree a plus. Will train the right person if necessary.
Licensure/Certification: Current Pennsylvania Agent’s license preferred.
Personal Characteristics: Friendly, positive attitude; willingness to help others; good organizational skills; customer focused; excellent written and oral communication skills; effective problem solving techniques, punctual and the ability to adapt to changing situations.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Shift:
- Day shift
Work Location: Hybrid remote in Bedford, PA 15522