Customer Service Representative (CSR) - Personal Lines

Location
Florida 4-40 or 2-20 License Required - Very Competitive Compensation
Salary
NA
Posted
Jun 26, 2018
Closes
Aug 25, 2018
Job Type
Full Time

POSITION SUMMARY:

The ideal candidate will be extremely customer service oriented and represent the agency with the highest ethical standards with a minimum of 3 years of industry experience. The candidate must be an exceedingly effective communicator and possess the skills to consult with customers. This is a fast-paced environment and requires the ability to multi-task and prioritize on a daily basis.

JOB DUTIES:

  • Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect.
  • Rate policies and be familiar with carrier underwriting guidelines.
  • Provide superior customer service to clients as defined by our agency culture.
  • Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
  • Report issues and follow up for resolutions with carriers and clients.
  • Assist in data entry, projects, or similar tasks as assigned.
  • Handle routine correspondence between carriers, agency and insured.
  • Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.

REQUIRED EDUCATION & 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. Florida 4-40 or 2-20 License Required.

  • High School Diploma/GED Required
  • 3 or more years’ experience in personal lines insurance
  • Solid understanding of all lines of Personal insurance
  • Ability to build rapport with each customer through active listening
  • Experience dealing with multiple insurance carriers
  • Knowledge of Applied Rater, Comparative Rater System beneficial
  • Knowledge of HawkSoft Agency Management System beneficial
  • Proficient with Microsoft Word, Outlook, and Excel

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

  • Superior customer service skills
  • Ethical
  • Supportive of organizational efforts and policies
  • Motivation
  • Dependable
  • Organizational & time management skills
  • Team Player
  • Professional demeanor

WORK ENVIRONMENT: This job operates in a professional office environment.  Business dress is required.

REPORTS TO:  Agency Owner

POSITION TYPE:  Non-Exempt, Full-Time.  Paid Over-Time.

THE PEEPLES INSURANCE AGENCY OFFERS:

  • Competitive Compensation Plan
  • Medical Benefits
  • Paid Continuing Education
  • Advancement Opportunities

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