Personal Lines Customer Service Agent

Personal Lines Customer Service Agent Hybrid - US

Job Description

The Person al Lines CSA at Inspro 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.

• Present existing and prospective customers with individualized policy options, quote calculations, and educational materials to meet their needs
• Analyze questions, concerns from insureds and/ or producers to resolve issues in a timely manner
• Process incoming email and phone requests, and respond promptly and appropriately
• Solicit additional data from insureds and products and explain basis for underwriting decisions
• Perform risk assessments and recommend modifications of coverage and limits in order to meet the identified risks. Document electronic files accordingly
• Review, evaluate and issue new business policies and endorsements
• Renew polices by agency standards.
• Actively solicit increases in coverage or rounding out accounts at every service contact.
• Produce grammatically correct and clearly written correspondence
• Be proficient in the client management system, specifically to update policies that are written and renewed
• Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
• Maintain CE, attend classes, seminars, and carrier meetings to keep abreast of new products available for clients
• Other responsibilities as assigned by manager
• Confer with customers to provide information about products and services the agency offers in addition to personal lines

• Hold the insurance license required by NC and have a minimum of two years personal lines insurance CSA experience
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
• Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
• Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
• Technology and Computer proficiency including our agency management systems. (PXE)
• Hybrid Schedule
• Professional Development
• Job Stability in a growing industry
• Paid PTO

Flexible work from home options available.

Inspro is an independent insurance agency located in Cary, NC. It was founded in 1987 by Al Masella and his daughter, Michelle Masella Corcoran. The business was passed down in 2020 and is now female owned, providing comprehensive insurance solutions for customers up and down the East Coast. Inspro serves businesses, families, and individuals with exceptional customer service and market familiarity.

Our staff possess over 165 years of collective experience in the insurance industry. In addition, we have established relationships with multiple carriers that we work with to provide quality products at a price that meets our customers’ expectations.

HERE’S HOW WE’RE DIFFERENT

We are a local agency which means our customers are able to speak with a live agent when they need us. That also allows our agents to be able to provide coverage options including commercial property and workers compensation and personal lines like home and auto. In addition, we can provide life, health and disability insurance protection as group coverage or individual coverage.

Our team can tailor a policy to meet the needs of every customer that walks through our door.

We’re directly integrated to the local community. Every person on our staff was born or raised in the Wake County area and has ties to the community. We are proud community advocates and show…