Dynamic Personal Lines Insurance Advisor

LD&B Insurance Services; Waynesboro (VA); On-site; USD 30,000 - 55,000; Full time

Job summary

LD&B Insurance Services in Virginia is seeking a Personal Lines Account Representative to deliver exceptional service and help grow our book of business. The role may be offered as an Associate Account Representative based on experience.

The ideal candidate thrives in a fast-paced, team environment, communicates clearly, and maintains a professional demeanor with clients, partners and vendors. A strong attention to detail and a commitment to our BLUEprint values are essential.

Qualifications

• High school diploma or equivalent required.
• Prior customer service experience required.
• Must be a self-starter and capable of completing tasks with little or no supervision.
• Exceptional oral and written communications skills.
• Strong organizational, analytical and problem-solving skills.
• Ability to understand and adhere to information security, privacy and confidentiality at all times.

Responsibilities

• Understand the nature of the personal lines insurance marketplace to meet the needs of clients.
• Maintain a positive, empathetic and professional demeanor toward clients, colleagues and vendors at all times.
• Demonstrate communication and customer relationship skills and understand how to utilize the division's products and services to meet clients' needs.
• Manage a standard-sized or moderately complex group of clients and cooperate with colleagues to serve all clients within the division.
• Provide prompt, accurate, courteous and customer-focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems and developing solutions.
• Provide feedback to the Division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement and meet division goals.
• Maintain accurate, complete and timely records of all activity in the appropriate agency and partner data management systems.
• Demonstrate regular and reliable attendance.
• Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
• Other duties as assigned.

Skills

Customer service

Communication skills

Self-starter

Organizational skills

Analytical skills

Problem-solving

Education

High school diploma or equivalent

Job description

LD&B Insurance Services in Virginia is seeking a Personal Lines Account Representative to deliver exceptional service and help grow our book of business. The role may be offered as an Associate Account Representative based on experience.

The ideal candidate thrives in a fast-paced, team environment, communicates clearly, and maintains a professional demeanor with clients, partners and vendors. A strong attention to detail and a commitment to our BLUEprint values are essential.