Personal Lines CSR

As a Customer Services Rep /Account Manager within the Personal Lines Department your duties are key to the agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required
. We will train candidates new to the industry.

• Provide customer support by talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts,
• Support Account Managers with special projects and client development
• Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry.

You will be required to obtain a P&C Insurance License within 90-180 days of employment.

• One must possess strong customer service skills, and attention to detail.

• Accurately maintain all customer information in the computer management system.
• Take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from the company are correct.
• Learn to be proficient and knowledgeable of the various company products.
• Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.
• Issue the proper insurance verification documents to the insured (auto , certificates, etc.).
• Once licensed, you will provide additional Personal lines support where you will receive insurance customer service training and be mentored by the agency’s manager.
• You will be able to answer coverage questions, and recommend coverage's, process policy changes.,
• Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).
• Retain renewal business by contacting insured to review coverages.
• Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.
• Develop existing accounts by attempting to provide additional coverages on existing policies or add additional lines of business (cross-sell).
• Assist the agency in developing new business by providing accurate quotes in a timely manner; prepare proposals, and complete company required forms and requests.

• Strong written and verbal communication skills
• Detail oriented, excellent follow-through
• Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills
• Ability to organize, prioritize and self-manage workload in digital workflows
• Confident and outgoing
• Prior business office support experience a plus
• High School Diploma

Lincoln-Leavitt has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group, one of the nation’s largest privately-owned insurance agency brokers. Being a member of our team offers a competitive hourly rate and opportunities for growth and a full benefits package that includes:

• 401(k) with matching employer contributions,
• Hourly wage between ($ 22.00- $ 26.00 /hr. DOE)
• Health Savings Account (HSA)
• Dental and Vision, FSA
• Paid Vacation and Sick time
• Professional Training & Development