CSR - Personal Lines

ALKEME Insurance; Kailua (HI); On-site; USD 52,000 - 70,000; Full time

Job summary

ALKEME Insurance in Hawaii is seeking a Personal Lines Specialist to assist the Personal Lines Account Manager with data gathering, quotes, and placement of business. You will use rating software and carrier websites to prepare timely quotes and support front-line underwriting.

You will input client information into the agency management system, gather motor vehicle reports, credit scores, CLUE, and inspection reports, and maintain rapport with producers, clients, and underwriters.

Qualifications

• Must be an assertive self-starter with the ability to influence others.
• Demonstrated effective presentation skills through verbal and written communication.
• Must hold licenses as required by the State Department of Insurance to discuss/sell insurance.

Responsibilities

• Use rating software and carrier websites to provide quotes to Account Managers.
• Gather motor vehicle reports, credit scoring, CLUE, photos, and inspection reports for underwriters.
• Learn underwriting guidelines to quote new and renewal business.
• Input client and underwriting data into the agency management system.
• Build and maintain rapport with producers, clients, and underwriters.
• Assist with projects and support Account Manager as needed.

Skills

Assertive

Influence others

Presentation skills

Verbal and written communications

State insurance licenses

PC/software proficiency

Tools

Microsoft Word

Microsoft Excel

Job description

Description

The Personal Lines Specialist is responsible for assisting the Personal Lines Account Manager with placement of business through data gathering, policy quoting, and other supportive tasks. Timely response to requests for quotes and placement of business with carriers is vital to the insurance systems agency objective of providing consistently excellent customer service to prospects and clients.

Essential Duties and Responsibilities

• Utilize computerized rating software, including integrated rating and company websites, to provide quotes to Account Managers.
• Utilize software and Internet sites to gather motor vehicle reports, credit scoring, CLUE reports, photos, and inspection reports to assist in the front-line underwriting of new business.
• Learn company underwriting guidelines to accurately quote new and renewal business.
• Input client and underwriting information into the agency management system.
• Build and maintain rapport with producers, clients, and insurance company underwriters.
• Assist with individual or corporate projects that may be assigned by management occasionally.
• Assists or fills in for Account Manager as directed.Performs additional assigned duties as necessary.
• Performance is up to standard when:
• Quotes are processed on a timely (within one working day) and accurate basis.
• Data entry is consistently accurate, and backlog is not more than 2 working days.
• Agency policies and procedures are adhered to.
• A supportive and cooperative attitude is always maintained.

Requirements

• Must be an assertive self-starter with the ability to influence others
• Should have demonstrated effective presentation skills through both verbal and written communications
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.