Personal Lines Customer Service Representative (CSR)

Chan Wright Insurance Agency Inc.; North Carolina; On-site; USD 42,000 - 62,000; Full time

Job summary

Chan Wright Insurance Agency Inc. is seeking a licensed, full-time Personal Lines Customer Service Representative to join our busy team.

The ideal candidate has strong Personal Lines experience, a solid work ethic, and a friendly, caring approach to helping clients manage risk. Responsibilities include handling inquiries, policy changes, renewals, and cross-selling opportunities, with life insurance sales potentially boosting income.

Qualifications

• Licensed Property & Casualty (ANY state) required.
• Life license (ANY state) preferred or required.

Responsibilities

• Answer phone calls and respond to client inquiries regarding policies, coverage, and service needs.
• Process policy changes, endorsements, cancellations, and reinstatements.
• Review renewals, monitor renewal expirations, and assist with remarketing accounts when needed.
• Quote and rate new business and renewal policies using carrier rating systems; Erie Insurance experience is highly desired.
• Assist with claims processing and resolve billing and payment issues.
• Cross-sell and round out accounts by identifying opportunities for additional insurance products including Life insurance coverage.

Skills

Personal Lines experience

Customer service

Licenses: Property & Casualty

Licenses: Life

Education

Some College or equivalent

No Degree required

Job description

Freedom! We have worked in a corporate environment in the past and wanted to create something different. This job can get very busy but there are no stresses of quotas that need to be achieved. You will have consistent support from teammates and the agency owner.We use technology and a virtual assistant to work smarter, not harder, and focus on helping clients understand and manage their risks.

What We Are Seeking

We are seeking a licensed full-time experienced Personal Lines Customer Service Representative (CSR). Good work ethic, well organized, super friendly and caring with strong Personal Lines experience are key qualities that will set a candidate apart. This person must be comfortable with selling insurance products like auto, home, business and life insurance. There will be opportunities to earn more income with life insurance sales and bonuses.

Job Responsibilities

• Answer phone calls and respond to client inquiries regarding policies, coverage, and service needs.
• Process policy changes, endorsements, cancellations, and reinstatements.
• Review renewals, monitor renewal expirations, and assist with remarketing accounts when needed.
• Quote and rate new business and renewal policies using carrier rating systems. Experience with Erie Insurance is highly desired.
• Assist with claims processing and resolve billing and payment issues.
• Cross-sell and round out accounts by identifying opportunities for additional insurance products including Life insurance coverage.
• License: Property & Casualty (ANY state)
• License: Life (ANY state)
• Minimum of 4 years of experience in Personal Lines with an independent insurance agency

Preferred Skills

• Some College; No Degree
• License: Property & Casualty (NC and/or VA)
• License: Life (NC and/or VA)