CSR II - Personal Lines Insurance

Job DescriptionEssential Functions: Provide insurance quotations for all personal lines coverage s by using FSC rating program and other insurance company specific rating software.Assist customers/members in making coverage decisions based upon their specific needs.Make individual underwriting and policy placement decisions based on needs of the customer in conjunction with the insurance companies we represent.Complete applications for new business, process endorsement request and follow-up to ensure accurate completion.Provide superior customer service that exceeds our customers/members expectations by promptly responding to questions and addressing needs that routinely come up.Process and respond to routine correspondence from insurance companies and customers/members to resolve issues and answer underwriting questions.Review customer/member existing policies on renewal, to assess coverage s and make recommendations.Coordinate and service claim activities to assist customer/member in expedient resolution.Actively solicit prospects to increase sales in manner consistent with marketing plans.Work with team members in a cooperative spirit to share information, knowledge and resources to accomplish the goals of the department.Perform additional functions at the direction of management.Education and ExperienceMust have active Fire and Casualty Insurance licenseMust have Personal Lines Insurance licenseMust have 3 to 5 years of experience in Personal LinesAbility to operate in a paperless environmentCOMPUTER SKILLS:Knowledge of Microsoft Applications (Word, Excel, PowerPoint, Outlook)Familiar with AMS 360 or other agency management softwareMATHEMATICAL SKILLS:Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percent and to draw and interpret bar graphs.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.While performing the duties of this job, the employee is frequently required to stand for about 25% of the time; sit about 75% of the time; walk; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 20 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.WORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.The noise level in the work environment is moderately quiet. It is a non-smoking environment.The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.Company DescriptionWho We AreA Rich History and Tradition of ServiceIn 1934, 13 Pacific Telephone employees pooled their resources of $65 and formed Telephone Employees Credit Union. These employees wanted to create a financial institution that they could trust, one where they had a voice and that would work in a cooperative spirit to help fellow telephone employees obtain hard-to-get loans.Fast-forward 40 years, to the 1980s. The Credit Union had $500 million in assets with 80,000 members and 10 branches throughout Southern California. New technologies started to appear. And for the first time, family members and employees of other Select Employer Groups are eligible to become members of the Credit Union.In 1996, the Credit Union changed its name to Wescom Credit Union, a name that better reflected the more diverse companies and communities it was serving. Now, 80 years after it was formed, Wescom Credit Union is a premier financial institution with nearly 200,000 members, more than $2 billion in assets, and 22 branches throughout five counties in Southern California.What hasn't changed through the years is our commitment to our members. We've never lost sight of the fact that we were formed by our members, we're owned by our members, and we're here to serve our members.