Personal Lines CSR

SWBC; United States; On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Work-life balance

Career growth

Leadership Academy

Continuing education

401(k) plans

Wellness program

Employee recognition

Job summary

SWBC is seeking a customer service professional for Personal lines insurance, evaluating, classifying, and quoting policies with carriers and brokers. You will provide information, rates, and quotes, and prepare endorsements and certificates according to underwriting guidelines.

Ideal candidates have a high school diploma, a valid General Insurance license, at least one year of personal lines experience, strong PC skills, and excellent communication.

Qualifications

• High School Diploma or equivalent.
• General Insurance license.
• At least 1 year personal lines experience.
• Working knowledge of insurance forms, coverage and rating.
• Able to type 45 wpm and use MS Word/Excel.

Responsibilities

• Provide information, rates, and quotes for Personal lines policies.
• Evaluate, process, and place coverage per underwriting guidelines.
• Review renewal requests and endorsements for accuracy.
• Maintain complete, accurate files on customer accounts.
• Assist and train other Customer Service Representatives.
• Maintain up-to-date knowledge on rating systems, forms, and coverage changes.

Skills

Strong communication

Analytical skills

Interpersonal skills

Organizational skills

Travel readiness

Education

High School Diploma

Insurance license

Tools

MS Word

MS Excel

PC skills

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.

Join Our Team Great People. Great Company. Great Place to Work.

SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals.

Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide.

At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC.

We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how we’ve actually we?