Personal Lines CSR

The Person al Lines CSR at ACF Insurance & Financial Services Inc is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Benefits/Perks:

• Great work environment
• Competitive Pay
• Optional Simple IRA retirement plan that you would own pre-taxed
• Paid Vacation
• Training and Professional Development
• Job Stability
• Local small family owned business
• Established Book of Business since 1991

• Maintain excellent relationships with clients and prospects through regular follow-ups and general account support.
• Respond to and assist existing clients needs in a timely manner.
• File documentation, filing and issuing proof of insurance for customers.
• Follow up as necessary with any policy changes or necessary "follow-up" calls.
• Service existing personal line policies and accounts as requested.
• Reminder calls, texts and emails to help agency with retention of book of business as needed.
• Run daily reports to determine which accounts may need servicing.
  
  Process customer payments both in the office and over the phone.

• 1-3 Years of Customer Service Experience preferred
• Possess a valid driver’s license and a source of reliable transportation.
• Willingness to learn and grow with the agency.
• Be people-oriented, customer-focused, and professional in developing client relationships and servicing existing clients.
• Good organizational skills with an ability to complete daily tasks without supervision
• Must have good written and verbal communication skills
• Have excellent time management skills and enjoys working in a team environment

Compensation: $16.00 - $17.00 per hour

If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!

IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast.

With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Do you have a minimum of two years personal lines insurance account management experience? *

Are you legally authorized to work in the US? *

Would you be willing to participate in a phone interview? *

What assets do you think you bring to this company? *

How many years of Customer Service experience do you have? *

What is your experience level with Excel? *

Are you comfortable with computers, email, using the internet, and learning new computer programs? *

Do you have reliable transportation to and from work? *

Career advancement in a growing field

With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more.

Flexibility

Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list.

Make a Difference

Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance.

Job Security

Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change.

I am always challenged! Every day it is something new. I am challenged to learn new skills to complete projects. I am challenged to understand an industry I came in knowing little about. I am challenged to think outside of the box to be successful in a niche market. I am challenged to become a better writer. I am challenged to be a leader.

I am challenged to think like an owner.