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Personal Lines Customer Service Agent

Company: Inspro Professionals of NC Inc.
Location: Cary
Posted on: September 20, 2022

Job Description:

Job DescriptionJob DescriptionThe Personal Lines CSA at Inspro is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.Responsibilities Present existing and prospective customers with individualized policy options, quote calculations, and educational materials to meet their needsAnalyze questions, concerns from insureds and/or producers to resolve issues in timely mannerProcess incoming email and phone requests, and respond promptly and appropriatelySolicit additional data from insureds and products and explain basis for underwriting decisionsPerform risk assessments and recommend modifications of coverage and limits in order to meet the identified risks. Document electronic files accordingly Review, evaluate and issue new business policies and endorsementsRenew polices by agency standards.Actively solicit increases in coverage or rounding out accounts at every service contact.Produce grammatically correct and clearly written correspondenceBe proficient in the client management system, specifically to update policies that are written and renewedMaintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.Maintain CE, attend classes, seminars, and carrier meetings to keep abreast of new products available for clientsOther responsibilities as assigned by manager Confer with customers to provide information about products and services the agency offers in addition to personal linesQualificationsHold the insurance license required by NC and have a minimum of two years personal lines insurance CSA experience Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.Technology and Computer proficiency including our agency management systems. (PXE)Benefits/Perks Paid BenefitsHybrid ScheduleProfessional DevelopmentJob Stability in a growing industryPaid PTO Flexible work from home options available.This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Keywords: Inspro Professionals of NC Inc., Cary , Personal Lines Customer Service Agent, Sales , Cary, North Carolina

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