Personal & Commercial Lines Customer Service Representative

Conaghan Insurance Group, LLC; Wake Forest (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Conaghan Insurance Group, LLC in Wake Forest, North Carolina is seeking a Personal & Commercial Lines CSR to manage customer relationships, handle insurance inquiries, and ensure a high level of service. This role involves working directly with clients, insurance carriers, and peers while performing various marketing activities.

The ideal candidate has strong communication skills, problem-solving capabilities, and relevant insurance experience, and is proficient in agency management systems. They will actively contribute to customer satisfaction in a growing industry.

Qualifications

• Hold the insurance license required by your state and have a minimum of one year personal and commercial lines insurance account management experience.
• Demonstrate strong knowledge of insurance products and usages, rating and underwriting procedures.
• Display strong written and verbal communication skills and possess excellent math and reading skills.

Responsibilities

• Answer customer calls and correspondence regarding new or existing insurance policies.
• Work with prospects to pre-qualify their needs and present options.
• Resolve product or service issues by determining the cause of the issue.

Skills

Customer focus

Communication skills

Problem-solving

Attention to detail

Technology proficiency

Education

Insurance license

1+ years account management experience

Tools

Agency management systems

Job description

Job Description

The Personal & Commercial Lines CSR at Conaghan Insurance Group is responsible for maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks

• Competitive Pay


• Professional Development


• Job Stability in a growing industry

Responsibilities

• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.


• Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.


• Set appointments and/or client calls to review existing policies, revise liability limits, 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.


• Actively solicit increases in coverage or rounding out accounts at every service contact.


• 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, following up to ensure resolution.


• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.


• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.


• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.

Qualifications

• Hold the insurance license required by your state and have a minimum of one year personal and commercial lines insurance account management experience, or comparable work experience.


• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.


• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and possess excellent math and reading skills to accurately perform simple calculations.


• Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.


• Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.


• Technology and Computer proficiency including agency management systems.