Personal Lines Insurance Agency CSR

Job Description

Job Description

EXPERIENCED PERSONAL LINES INSURANCE AGENCY CSR

Quite possibly the best insurance agency CSR job ever! No cold calling. No Outside prospecting. Focus on your client relationships First and foremost

You advise and counsel clients on coverage options. You help them understand their insurance decisions. And you solve their insurance problems for them.

What do you get?

• A secure salary PLUS income-increasing incentives!
• Our full benefits package - health, Sep retirement plan, vacation and paid holidays
• A secure position in a solid, long-established agency. We've been here 47 years ... and counting!
• Great co-workers in a friendly environment
• Top carriers to represent – Erie, Travelers, Progressive and others.
• A business excited about its future and growth

If this interests you, you need to understand on VERY important thing ... This tremendous career opportunity is available only to the best we can find!

Are YOU ...

1. Positive, upbeat and courteous with a great attitude?
2. Reliable, trustworthy and dependable?
3. A bright, fast learner - especially with new computer tools and skills?

If you answered yes to all of those questions, here's what YOU need to qualify for this position...

• You MUST have or be willing to obtain your PA Property & Casualty insurance license.
• You MUST get to work reliably. We are located in Bethel Park PA 15102
• You MUST get to work on time. You know yourself. If you can't get to work on time, please do not apply.
• You MUST be able to work during our office hours of Monday thru Friday, 8:30am to 4:30pm with an hour off for lunch. These hours are not flexible. Our clients expect us to be available when we say we are.
• You MUST be committed to your clients. Client service is the cornerstone of what we do and going above and beyond is par for the course.

We provide excellent benefits, SEP plan, competitive salary and incentives, opportunity for growth and income advancement, and a great team of co-workers. We will hire a motivated person committed to high-quality work and top-shelf service.

To apply, fill out the online form and attach your resume.

Job Description – Personal Lines Customer Service Representative

Duties and Responsibilities:

• Maintaining Positive Customer Relationships
• Answering Customers Insurance Queries in an informative, but simple and understandable way(IE: avoiding abbreviations and jargon)
• Educating Customers on their coverage options to help them make informed decisions in regards to all of their insurance needs.
• Responding to quote Requests and leads within the same business day
• Actively cross selling accounts everyday
• Asking for referrals everyday
• Scanning into Management system when needed
• Using multiple software platforms to generate quotes
• Using Multiple software platforms to make changes to policies
• Concentrating on Customer relationship activities(Selling, Servicing, Cross selling)
• Full participation in all agency marketing programs
• Assisting with Agency Newsletter
• Checking Renewals
• Keeping client data up to date in Agency Management system
• Other responsibilities as assigned

Requirements

• high school diploma required (Associates degree preferred)
• 3 years office experience, insurance office setting Preferred
• Has P&C insurance license, or is willing to Get licensed immediately
• Ability to explain complex insurance coverage issues in a simple and understandable way
• Excellent Interpersonal skills and willingness to sell to customers over the phone
• knowledgeable of Microsoft office and able to learn the use of a digital management system, proprietary insurance software suites, and other software as needed.
• attention to detail and strong communication skills and phone etiquette
• ability to establish and maintain a positive and professional relationship with coworkers, clients and visitors
• ability to multitask and stay organized despite occasional interruptions

Benefits

• Major Medical and dental
• Holidays, vacation time, plus 3 personal days

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