Personal Lines Account Representative

Ldbinsurance; Woodstock (VA); On-site; USD 40,000 - 55,000; Full time

Job summary

A regional insurance agency based in Virginia seeks a Personal Lines Account Representative to provide exceptional customer service and manage client relationships. The ideal candidate will have a high school diploma, previous customer service experience, and excellent communication skills. The role requires a commitment to understanding the personal lines insurance marketplace and ensuring client satisfaction while adhering to privacy and confidentiality policies. This position is physically demanding and requires the ability to work 38 hours per week.

Qualifications

• Prior customer service experience is required.
• Exceptional oral and written communication skills are necessary.
• Must be capable of completing tasks with little or no supervision.

Responsibilities

• Communicate with clients, prospects, partners, and vendors.
• Provide accurate, courteous, and customer-focused service.
• Maintain accurate records of all activities.

Skills

Customer service experience

Communication skills

Organizational skills

Analytical skills

Problem-solving skills

Education

High school diploma or equivalent

Job description

Description

This position may be offered as an Associate Account Representative depending on experience and qualifications

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.

Essential Duties & 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.

Requirements

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 the 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.