Personal Lines CSR

Purpose of Job

• To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive and Account Manager.
• To back-up receptionist with walk-ins.
• To assist in the retention of existing accounts.

• Process daily mail that has been distributed by First Impressions
• Review & process daily download for Account Executive & Account Manager
• Process change, billing, & cancellation requests for clients
• Process mortgage requests and changes
• Communicate with Account Executive & Account Manager on renewal book of business
• Provide excellent service at all times
• Communicate with Team Members in a professional manner
• Learn specific company coverage offerings
• Help in maintaining up-to-date client contact information

• Advanced computer skills
• Purpose of Job:
  Self-Motivation
• Ability to work in a team environment
• Exceptional communication and time management skills
• Ability to multitask

• Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management and account retention.

• 401k Match
• Profit Sharing
• Section 125 - Daycare, Health, Dental & Vision
• 35 Hour Work Week
• Vacation
• PTO
• 7 Paid Holidays & Birthday off
• HSA Health Insurance - 100% of Employee Paid
• $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
• Licensing & CE Scheduled & Paid by Agency
• Group Long Term Disability - at your cost
• Group Dental - at your cost
• Group Vision - at your cost
• Aflac Benefits - at your cost
• Legal Shield - Shared cost