What are the responsibilities and job description for the Personal Lines CSR position at The Misch Group?
Our firm is seeking a talented Personal Lines Account Manager to join our team. This individual will be responsible for maintaining relationships with clients and providing quotes, policy changes and general customer service. An ideal candidate for this position will have experience in customer service, be organized and detail oriented with a professional attitude.
Duties and Responsibilities
Claims and Payment Assistance
Policy Renewals and Coverage Review, pricing and delivery
New Business sales & support including sourcing, quote preparation and presentation
Preparation of Acord and Application forms
Inbound and Outbound sales and service phone calls
Data Entry and maintenance of Applied Systems agency management system
Assist with departmental daily tasks
Experience working with MGAs and underwriters.
Proficient in Microsoft Outlook, Word, and Excel
Ability to learn new skills and accept additional responsibilities
Requires General Lines P&C License
Benefits include Health Insurance reimbursement, $75k life insurance, STD/LTD, Simple IRA, Teledoc with no copay, voluntary dental and vision, 80 hrs PTO that carries over up to 120 hours, AFLAC.
