CSR-Personal Lines (Hybrid Position)

 CSR-Personal Lines- Hybrid Position

• Emphasis on knowing how to rate policies and be familiar with carrier underwriting guidelines.
• Emphasis on retention efforts to including proactive calls, taking payments, creating portfolios.
• Emphasis on providing back up support to the CSR team and Advisors with regards to all customer service responsibilities.
• Provide superior customer service to clients as defined by our agency culture.
• Process all types of incoming insurance mail, i.e., endorsements, cancellations, new and renewal policies, etc.
• Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
• Verify the computer generated policy declarations with information requested by the underwriter and/or agency for accuracy.
• Update computer for cancellations and re-instatements. Send out form letter to clients as applicable.
• Input customer applications into the agency management system from the carrier rating applications.
• Report issues and follow up for resolutions with carriers and clients.
• Assist in completion of Underwriting audits as required.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.

Requirements

• Florida 4-40 or 2-20 License Required
• 3 or more years experience in personal lines insurance
• Solid understanding of all lines of Personal insurance
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word and Excel

Please email your resume is a Word document to jeff@ceinsurance.com,