Personal Lines Services Rep

Security Service Federal Credit Union; San Antonio, Northern (TX, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Security Service Federal Credit Union is seeking a Personal Lines Customer Service Representative to support client and agency management needs, including reporting, renewals, and policy changes.

The ideal candidate has a bachelor’s degree in business, at least four years in personal lines insurance, and proficiency with AMS 360 and MS Word/Excel. Bilingual Spanish is preferred to serve a diverse member base.

Qualifications

• Bachelor degree in Business Administration or equivalent education and/or experience.
• Minimum of four years of personal lines insurance experience.
• Experience using Vertafore AMS 360 agency management system.
• Full knowledge of personal lines insurance products and usages.
• Ability to maintain confidentiality and work in a high-volume environment.
• Strong Word and Excel skills; ability to process complex steps quickly.

Responsibilities

• Support service needs of clients and agency management; perform reporting and administrative tasks.
• Cross-sell and support new business sales efforts; handle policy updates and renewals.
• Answer sales calls and quotes; inform clients of changes and coverage needs.
• Review renewals and recommend coverage enhancements as applicable.
• Produce and analyze reports; ensure compliance with policies and procedures.

Skills

Personal lines insurance

Bilingual Spanish

Communication skills

Education

Bachelor's degree in Business Administration

Tools

Vertafore AMS 360

Microsoft Word

Microsoft Excel

Job description

The personal lines customer service representative performs the tasks and duties that support the service needs of clients and agency management. Service responsibilities are to be assigned, and encompass marketing activity, client service, support, and reporting/analytical, and administrative functions. Production and quality standards must be met and maintained. Cross-sells and supports new business sales efforts. Ensures completion of requested account and policy updates and changes. Answers sales calls and quotes and issues policies changes according to business need. Reviews and processes renewals, recommending coverage enhancements as applicable. Informs clients of policy changes, exclusions of coverage, and insurance coverage needs. Handles daily/monthly reporting requirement related to agency management system and agency operational requirements. Analyzes reports and reconciles discrepancies. Assists in auditing work product to ensure policies and procedures are compliant. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.

What We Require:

Bachelor degree in Business Administration or equivalent education and/or experience. Minimum of four (4) years of personal lines insurance experience, or equivalent in a related field. Experience using Vertafore AMS 360 agency management system. Full knowledge of personal lines insurance products and usages. Able to maintain confidentiality and perform within time constraints. Able to work in flexible and high volume environment. Knowledge of Microsoft Word and Excel. Able to perform a large number of steps in complex system with accuracy and speed. Able to assist new business sales and & retain existing business. Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.

Ideal Candidate Will Have:

Audit experience. Knowledge of insurance claims, rating procedures, coverages, underwriting and industry operations. Thorough knowledge and understanding of federal, state and NCUA regulations.Bilingual/ Spanish preferred.