What are the responsibilities and job description for the CSR Personal Lines position at Western Reserve Group?
This position is responsible for accurate and timely data entry of new applications, amendments, quotes, renewals, and cancellation/non-renewals, all within assigned authority levels. In addition, it involves rating, oral and written communication, working knowledge of Personal Lines coverage, as well as working with reports and policy systems. This individual is also responsible for working with their team to achieve designated service standards.
Salary Grade (4) 15.83 – 19.78 – 23.74
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Process applications, amendments, quotes, renewals, cancellation/non-renewals, including rating and data entry – all within assigned authority levels.
Order reports for underwriting review to include, but not limited to, MVRs, CLUE and Insurance Score.
Basic understanding of WRG’s software programs and ability to handle inquiries from internal and external customers.
Communicate via telephone, fax, electronic and written correspondence with agency, team, departmental and other Company personnel in a courteous and professional manner.
Work with Underwriting to achieve departmental service standards.
Assist with special projects as assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
1 year’s previous related work experience preferred
Introductory education courses will be required if no prior insurance experience
Excellent verbal and written communication skills
Ability to handle multiple tasks in a changing work environment
Excellent PC and data entry skills
Ambitious and self-motivated
Exceptional interpersonal communication skills
Strong prioritization and organizational skills
Strong critical thinking skills
LANGUAGE SKILLS
The individual must be able to effectively and clearly communicate with internal and external customers via telephone, fax, e-mail, one-on-one dialogue and small group presentations in a highly professional manner.
REASONING ABILITY
The position requires the individual to apply common sense, understanding, reasoning and sound educated judgment coupled with Personal Lines training and experience to properly evaluate and analyze files for recommended action within assigned authority levels.
CERTIFICATES, LICENSES, REGISTRATIONS
None required
Additional insurance course work and seminars/webinars are recommended.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employees are required to sit/stand at a workstation to perform various PC functions. Additionally, the employee is required to devote substantial time to telephone communication.
While performing the duties of this job, the employee is regularly required to sit, talk, or listen. The employee may be required to stand, walk, reach with hands and arms and bend or squat, to perform various functions. The employee is required to lift up to 45 pounds. You may be required to perform these duties one or more days per week.
Employees may be required to travel from time to time. This may require extended periods of time sitting in a vehicle.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee will be assigned a specific workstation. The workstation has the necessary equipment to perform the position duties including personal computer, telephone, file space and needed worktable space.
The environment is reasonably quiet with needed interaction between other team members, immediate supervisor and other company staff. Moderate noise level from telephone calls and miscellaneous office functions is expected.
