Personal Lines Customer Service Account Manager

Our Team Members' main job is to take care of the person they are talking to, whether that is a client, prospect, vendor, or someone with a wrong number. We take care of people all day long. Period.

• Basic customer servicing of existing clients by phone, email, or in-office appointments.
• Answer high-level, difficult policy and coverage questions, including interpretation of policy wording (often with documentation required) for home, auto, boat, and other personal lines policies.
• Process coverage change requests and offer coverage guidance to clients.
• Process claims (FNOL & guidance) as needed.
• Answer basic coverage & billing questions, process payments, provide proof of insurance, etc.
• Answer inbound phone calls (many) and take messages as needed.
• Gather information from new and existing clients and complete accurate quotes, applications, quote sheets, etc., documenting all required information and documentation in a timely manner (signed applications, supporting documents, quote sheets, etc., completed within agency guidelines).
• Complete projects from clients or those assigned by agents within the designated time frame.

• Experience:
  
  REQUIRED 1+ years in insurance agency or insurance company customer service/sales with heavy client interaction. (We are not a large shop, so please do not apply without 1 year of experience.)
• Licensing: REQUIRED minimum of 4-40 P&C license and ability to pass the 20-44 or 2-20 General Lines test within 6 months of hire.
• Technology:
  Proficiency with all of the following:
  Personal Computer, Windows OS, Outlook, Word, Adobe, Internet Explorer/Google Chrome (a test will be conducted).
• Education:
  
  High School Diploma or Equivalent.
• Must be willing to submit to an extensive, in-depth background check as part of the application process.