Personal Lines CSR
Procter Insurance Agency Inc.
Job DescriptionWe are seeking a Customer Service Representative - Personal Lines Insurance to become a part of our organization! You will provide customer service to existing personal lines accounts and new accounts. You will also be selling insurance to new and existing clients and earning commission on those sales! Responsibilities: • Pre-qualifying and analyzing prospects personal lines coverage needs. Recommending coverage's and preparing rating quotes and proposals to sell to new accounts. • Actively solicits in rounding out accounts through sales to clients • Reviewing and re-quoting new companies and coverage's for our existing clients • Actively seeking referrals from current client base • Assisting clients with making coverage changes and completing all service requests for clients • Explaining coverage's and exclusions to clients • Assisting clients in reporting of personal lines claims
Job Requirements- Previous experience in insurance and licensed in property and casualty insurance. - Excellent written and verbal communication skills - Deadline and detail-oriented - Ability to communicate orally and in writing with others to explain insurance coverage's and exclusions. - Ability to use the Hawksoft agency management system and the PL Rater. (We can train, if necessary)
Contact NotesRegular office hours Monday-Thursday 8:30-5:00, 4:30 on Friday.
- Phone: 414-762-8900