Dynamic Personal Lines Insurance Advisor

Layman Diener & Borntrager Insurance Agency, Inc.; Waynesboro (VA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Job summary

Layman Diener & Borntrager Insurance Agency, Inc. is seeking a Personal Lines Account Representative to deliver exceptional service, educate clients, and solve problems in a fast-paced team setting.

The role may be offered as an Associate Account Representative based on experience and qualifications. The candidate should have a high school diploma, prior customer service experience, and applicable licenses or the ability to obtain them.

Qualifications

• High school diploma or equivalent required.
• Prior customer service experience required.
• Current appropriate licenses, certifications or credentials necessary and applicable to the division, including maintenance of same, or the ability to obtain these licenses, certifications or credentials.
• 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 all requirements related 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

Licenses/credentials

Self-starter

Organizational skills

Security/compliance

Education

High school diploma

Job description

Layman Diener & Borntrager Insurance Agency, Inc. is seeking a Personal Lines Account Representative to deliver exceptional service, educate clients, and solve problems in a fast-paced team setting.

The role may be offered as an Associate Account Representative based on experience and qualifications. The candidate should have a high school diploma, prior customer service experience, and applicable licenses or the ability to obtain them.