Personal Lines CSR

SWBC; San Antonio (TX); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Competitive compensation

Work/Life balance

Training opportunities

401(k) retirement plans

Job summary

SWBC is seeking a customer service professional to evaluate, classify, and quote Personal lines policies. You will work with multiple carriers/brokers to provide information, quotes, and coverage placement based on risk and underwriting guidelines.

You will review renewals, endorsements, and certificates for accuracy, maintaining complete files and updating data in the system. The role may involve training colleagues and staying current on forms and rating changes.

Qualifications

• High School Diploma or equivalency.
• Possess a General Insurance license.
• Minimum of one (1) year of personal lines insurance experience.
• Working knowledge of insurance forms, coverage and rating.
• Able to type a minimum of 45 wpm.
• Able to travel locally and nationally.

Responsibilities

• Provide information, rates, and quotes for new and renewal Personal lines policies.
• Review renewal requests and endorsements for accuracy and adherence to guidelines.
• Maintain complete files by processing daily requests and updating data.
• Assist and provide training to other Customer Service Representatives.
• Maintain up-to-date knowledge on rating systems, forms and coverage changes.

Skills

Customer service

Insurance knowledge

Typing 45 wpm

MS Word & Excel

Interpersonal skills

Problem solving

Education

High School Diploma or equivalency

Tools

MS Word

Excel

Job description

SWBC is seeking a talented individual to provide customer service for the Personal lines of insurance in evaluating, classifying, and quoting policies by working with various insurance carriers and/or brokers.

Essential Duties Include The Following

• Provides information, rates, and quotes for all new and renewal Personal lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
• Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates.
• Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
• Assists and provides training to other Customer Service Representatives as requested.
• Maintains a level of up-to-date knowledge on the rating system, forms and coverage changes.

Serious Candidates Will Possess The Minimum Qualifications

• High School Diploma or equivalency.
• Possess a General Insurance license.
• Minimum of one (1) year of personal lines insurance experience.
• Working knowledge of insurance forms, coverage and rating.
• Strong working knowledge of PC's and related applications.
• Excellent analytical and problem resolution skills.
• Strong verbal, organizational, and interpersonal skills.
• Able to type a minimum of 45 wpm accurately, operate a calculator and have a working knowledge of MS Word and Excel.
• Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
• Able to sit for long periods of time updating, and validating insurance policies.
• Able to lift and/or push 10-20 lbs. of files, insurance manuals, or boxes.
• Able to travel locally and nationally.

SWBC offers*:

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program
• Based upon employee eligibility

Additional Information

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com.