Job Description

The Personal Lines CSR at Ventresca Family Insurance 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, cancel old policies, and identify cross sell and life insurance opportunities.
• Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, and round out accounts.
• Confer with customers to provide detailed information about products and services, process renewals and/or cancel accounts, take payments, and provide requested documentation. 
• 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

• Willing to obtain necessary Property and Casualty and/or Life and Health License(s) and preferably have a minimum of one year of personal lines insurance account management 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 agency management systems.

Benefits

• Performance Bonuses
• Paid Holidays
• Paid Time Off (PTO)
• Career Development & Growth
• Hands On Training
• Monthly Team Lunches