Personal Lines Account Representative

Hrchamber; Waynesboro (VA); On-site; USD 38,000 - 45,000; Full time

Job summary

HRCHAMBER in Waynesboro, VA seeks a Personal Lines Account Representative who thrives in a fast-paced team environment and is energized by helping our business grow through constructive, empathetic conversations and outstanding service.

The role focuses on understanding personal lines insurance, maintaining a professional demeanor with clients and vendors, and coordinating with colleagues to deliver prompt, accurate solutions while upholding our BLUE blueprint values.

Qualifications

• High school diploma or equivalent required.
• Prior customer service experience required.
• Ability to obtain licenses/certifications for the division.

Responsibilities

• Understand personal lines insurance marketplace to meet client needs.
• Maintain a positive, empathetic, professional demeanor with clients, colleagues and vendors.
• Demonstrate communication and customer relationship skills to meet client needs.
• Manage a standard-sized or moderately complex group of clients with team support.
• Provide prompt, accurate, courteous, customer-focused service.
• Provide feedback to the Division manager on process efficiency and goals.
• Maintain accurate, complete, timely records in agency/partner systems.
• Demonstrate regular, reliable attendance.
• Maintain a strong work ethic and BLUEprint values daily.
• Other duties as assigned.

Skills

Exceptional oral & written comms

Strong organizational skills

Analytical problem solving

Self-starter

Customer relationship skills

Education

High school diploma or equivalent

Job description

The Personal Lines Account Representative is an energetic professional interested in helping our business grow through constructive, empathetic conversations and by providing remarkable customer service. This individual must be a self-starter who thrives in a fast-paced, team environment and who exhibits exceptional interpersonal relationship skills. The successful Personal Lines Account Representative will communicate and coordinate with their colleagues in their specific division and in our overall organization to deliver optimal levels of care for our clients and to achieve divisional and organizational objectives. With this backdrop in mind, the Personal Lines Account Representative communicates directly with clients, prospects, partners and vendors through a variety of channels in order to educate, problem solve, process, identify solutions and create calm depending upon situational demands. As a representative of the organization, the Personal Lines Account Representative aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.

• 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.

Education, Requirements, Qualifications & Skills

• 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.

Physical Requirements

• Must be physically able to work 38 hours per week.
• Must be able to sit for long periods of time, including while extensively using computers and associated or similar technology.
• Must have the ability to hear, see, and speak.
• Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, reach with hands and arms, stoop, kneel and ascend or descend stairs.
• Occasionally required to lift and carry up to 20 pounds.
• Perform with a high-energy level and the capability to handle stressful situations on a daily basis.
• Must maintain a valid driver’s license and have the ability to operate a motor vehicle.
• Must be able to drive and to travel unaccompanied in diverse weather conditions.

Additional Postings available from LD&B Insurance and Financial Services