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Personal Lines Customer Service Rep Qualifications:
- Property and Casualty License is a MUST
- Strong sales skills
- Minimum 2-5 years independent agency or retail broker experience
- Excellent communication skills; verbally and written
- Detail oriented and able to maintain compliance standards
- Must be dependable, provide timely response, and complete of work activities
- Strong technical knowledge of Personal Lines coverage & rating
- Experience with various carriers and working directly with their underwriters
Personal Lines Customer Service Rep Responsibilities:
- This position will provide support to the customer and internal sales staff on all Personal Lines Insurance business
- Sales support will consist of developing new accounts, quoting new business coverage, maintaining existing accounts, cross-selling existing accounts, and forwarding submission packages to the appropriate carrier
- A Personal Lines Customer Service Rep will consist of discussing coverage, recommending coverage, requesting, and making policy changes, taking claims information, verifying account information, answering customers’ questions, and generating the appropriate documents
- Accurately maintain all customer information in the computer system (AMS360 or Epic Knowledge preferred)
- Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace
- Service all existing personal lines accounts by: Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence
- Answering coverage questions, recommending coverage, processing policy change information, taking claim information, collecting premiums, submitting the proper documents to the company, and verifying that documents received from company are correct
- Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.)
- Resolving customer problems & complaints (with assistance/direction from manager as needed)
- Following up on policies that cancel
- Assisting with the collection of premiums and reconciliation of accounts as needed
- Retain renewal business by contacting insureds to review coverage
- Review current underwriting information in order to qualify customers for improved programs, and monitor renewal premiums for excessive increases
- Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell)
- Assist the agency in developing new business by providing accurate quotes in a timely manner, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate
- Assist with the development of recommended coverage for customers
- Assist with answering phones and other general office duties as may be required
My name is Nicole Kreutzberger. Gpac and I strive to offer you the best job placement experience.
For immediate confidential consideration for any current or future opportunities, email me with your resume and availability: [Email available when viewing the job] using Personal Lines Customer Service Rep or call me at [Phone number shown when applying].
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.