Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Training & development
- Tuition assistance
- Vision insurance
Job Description
The Personal Lines CSR at White Insurance Agency 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.
Responsibilities
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
- Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Actively solicit increases in coverage or rounding out accounts at every service contact.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
Qualifications
- Hold the insurance license required by your state and have a minimum of one year personal lines insurance account management experience.
- Demonstrate 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 agency management system and carrier websites.
Benefits/Perks
- Competitive Pay that has opportunity to increase as training progresses
- Professional Development
- Job Stability in a growing industry
- Health, Dental, Disability, Life and 401K Plan and other benefits
- Opportunity for bonus
- Opportunity for commission
Compensation: $38,000.00 - $51,600.00 per year
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.
White Insurance Agency, Inc.
YOUR FUTURE at White Insurance Agency Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place!
At White Insurance Agency our mission is to provide the best insurance value for our clients. We strive to provide friendly professional service by putting our customers first. We are looking for associates with a team concept willing to learn from mistakes a concern for our client insurance protection program in a goal of making our agency a wonderful place to work
Celebrating 70 years of professional service to western North Carolina. Most of our associates have between 10 and 20 years with the agency. We value a strong relationship with our clients in a team environment of working together. We are willing to train and educate our staff for their continued career advancement. We strive for our clients and associates to be successful together we offer.
Competitive salary and compensation based on experience and job function. Our benefits include employee health life dental and long-term disability paid by the agency. We provide 401K benefits by matching a 5% associate contribution with a 4% agency match. We pay for Sam's Club membership. We provide competitive vacation and leave time when fully trained in your position remote work is possible. In the past we have taken our associates and their families to Gatlinburg for a weekend retreat. We also plan staff events during the year (Asheville Tourists baseball game for our families and rooftop brewery events for our associates) We understand the importance of work life balance and the needs of a growing family.
Company Website: whiteinsurance.com
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