Customer Service RepresentativeInsurance Agent

Winchester Insurance Services Inc; Murrieta (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive Pay with commission available

Professional Development

Medical, Dental, Vision, 401k

Job summary

A professional insurance agency in California is seeking a Customer Service/Licensed personal lines insurance agent to manage client relationships and service inquiries. Candidates must have an active CA property casualty insurance license and at least 3 years of experience in personal lines insurance. Key responsibilities include assisting clients with their policies, answering inquiries, and collaborating with team members. Competitive pay, professional development, and benefits provided.

Qualifications

• Active CA property casualty insurance license is required.
• Minimum of 3 years experience in the insurance industry working with personal line customers.
• Knowledge of underwriting procedures and insurance products is necessary.

Responsibilities

• Provide service to existing clients and handle inquiries.
• Work with new clients to gather data and finalize coverage.
• Confer with customers regarding products and services.
• Maintain records of customer interactions.

Skills

Customer focus

Strong communication skills

Attention to detail

Organization

Technology proficiency

Education

CA property casualty insurance license

Tools

Agency management systems

Rating tools

Job description

The Customer Service/Licensed personal lines insurance agent is responsible for maintaining customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific insurance services and activities. A CA property casualty license is required, with a minimum of 3 years experience in the insurance industry working with personal line customers, along with working carrier underwriting knowledge and the ability to use rater and management systems.

Benefits/Perks

• Competitive Pay with commission available
• Professional Development in growing industry
• Medical, Dental, Vision, 401k

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies.
• Work with new clients and/or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review policies, verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, and participate in formal and informal meetings as needed.

Qualifications

• Active CA property casualty insurance license.
• Demonstrate strong knowledge of insurance products and usages, rating and underwriting procedures.
• Strong customer focus and an excellent phone manner; display written and verbal communication skills.
• Must have attention to detail, organization, multi-tasking, and follow-up skills.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.