Personal Lines Srvs Rep

Security Service Federal Credit Union; San Antonio, Northern (TX, KY); Hybrid; USD 38,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K match

Tuition reimbursement

On-site fitness

Job summary

Security Service Federal Credit Union is seeking a Personal Lines Customer Service Representative to support client services, marketing, reporting, and administrative tasks to help meet production and quality standards.

The ideal candidate will have a Bachelor degree and at least four years of personal lines experience, familiarity with AMS 360, and strong communication skills. The role requires accuracy in high-volume environments and ability to explain complex issues to clients.

Qualifications

• 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.

Responsibilities

• The personal lines customer service representative performs tasks that support service needs of clients and agency management.
• Assign and oversee service responsibilities including marketing activity, client service, support, reporting and administrative duties.
• Ensure production and quality standards are met; cross-sell and support new business sales efforts.
• Handle policy updates, renewals, and changes; inform clients of policy changes and coverage needs.
• Produce daily/monthly reports; analyze reports and reconcile discrepancies.
• Audit work to ensure compliance with policies and procedures.

Skills

Verbal & written communication

Confidentiality & time management

Microsoft Word & Excel

Personal lines insurance knowledge

Sales support / cross-selling

Education

Bachelor degree in Business Administration or equivalent

Tools

AMS 360

Microsoft Word

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.

Who We Are:

Security Service Federal Credit Union is an industry leader who has built a reputation of innovation, strength, and stability. We pride ourselves on discovering and developing employees who have exceptional character and a genuine passion for helping others. In return, we deliver a comprehensive total rewards package that supports the financial, physical, and emotional wellbeing of our employees.

Our Core Values:

All employees should demonstrate our SSFCU core values -- Caring, Innovative, Honest, Fair and Dedicated -- while providing enthusiastic, professional, and courteous service to SSFCU members and employees.

What We Offer:

SSFCU offers a comprehensive total rewards package. Benefit options include medical, dental and vision insurance; health savings and flexible spending accounts; company paid employee life insurance; supplemental life insurance plans; supplemental insurance plans for hospital and critical accident; short term disability; company paid long term disability; paid sick and safe leave, paid vacation, 401K match with immediate vesting, tuition reimbursement, employee tenure and award programs, access to an on-site fitness center or gym membership reimbursement program. Employees can participate in our award-winning Total Wellbeing program focusing on physical, financial and emotional wellbeing. We invest in our communities through our Volunteer Corps and in you, through ongoing growth and development opportunities.

Additional Information:

We are an EEO Employer that provides equal employment opportunities to all qualified applicants without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran or disability status, or genetic information.

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