What are the responsibilities and job description for the Account Manager/Client Service Representative (CSR)- Personal Lines Insurance position at Superior Insurance Partners?
We are seeking a Personal Lines Client CSR/Account Manager to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex?
Our agency partner is located in Mount Sinai, NY is growing and looking to hire a Personal Lines Account Manager to provide excellent customer service to an established book of business. Come join our friendly, competitive work environment today!
We are looking for people who are enthusiastic about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value The Insurance Group/Superior Insurance Partners can provide.
How will you affect the business?
- Effectively manage high volume of incoming calls.
- Identify and assess client needs to achieve satisfaction.
- Quoting, endorsements, certificates and will own the renewal process.
- Build sustainable relationships of trust through open and interactive communication.
- Provide accurate, valid, and complete information by using the right methods/tools.
- Handle complaints, provide appropriate solutions/alternatives within the time limits and follow-up to ensure a resolution.
- Keep records of customer interactions, process customer accounts and file documents.
What skills will make me successful in this role?
- Ability and desire to provide results.
- Develop professional relationships with your internal and external partners.
- Effective communication.
- Utilize your resilient and adaptable mindset in the face of shifting priorities.
- Eagerness to collaborate with all teams and employees.
Requirements:
- Minimum 1 years client service experience working personal lines insurance.
- Property and Casualty Insurance License (required)
- Experience with agency management systems- Applied Epic preferred
- Proficiency in Microsoft Office
Job Type: Full-time
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Experience:
- Personal Lines Insurance: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
Salary : $50,000 - $60,000
