What are the responsibilities and job description for the Personal Lines CSR, Temple PA position at Leavitt Group Texas Select?
Spotts Insurance in temple, PA is looking for a Bilingual Personal Lines CSR for their busy office in Temple, PA.
In this position you will be responsible for the following:
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. Customer service 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.
*ESSENTIAL DUTIES AND RESPONSIBILITIES
* Accurately maintain all customer information in the computer system (AMS360).
* 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.
*ESSENTIAL DUTIES AND RESPONSIBILITIES *
* 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.
* Process daily-download from carriers, print appropriate reports, and verify download policy information is accurate.
* Provide manager with monthly “renewal account retention report.”
* Provide company product, coverage, and rate training to other agency personnel as needed.
* Assist with the development of recommended coverage for customers.
* Meet with Company marketing representatives to learn of new products or changes.
* Assist with answering phones and other general office duties as may be required.
* Promote and enhance the reputation of the agency.
Qualifications:
- A property and casualty license is a plus, although you will be required within 90 days to obtain a license if you do not hold a current license
- Required ---Bilingual in Spanish
- Prior agency experience is a plus
- Excellent customer service skills
- Strong computer skills
- High School of GED
Spotts Insurance offer a competitive hourly rate and an attractive health benefits package in addition to a
401 K with company matching. Interested candidates are encouraged to apply.
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