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Personal Lines Insurance Agency CSR. You advise and counsel clients on coverage options. You help them understand their insurance decisions. And you solve their insurance problems for them.
Job Responsibility:
Maintaining Positive Customer Relationships
Answering Customers Insurance Queries in an informative, but simple and understandable way
Educating Customers on their coverage options to help them make informed decisions
Responding to quote Requests and leads within the same business day
Actively cross selling accounts everyday
Asking for referrals everyday
Scanning into Management system when needed
Using multiple software platforms to generate quotes
Using Multiple software platforms to make changes to policies
Concentrating on Customer relationship activities(Selling, Servicing, Cross selling)
Full participation in all agency marketing programs
Assisting with Agency Newsletter
Checking Renewals
Keeping client data up to date in Agency Management system
Other responsibilities as assigned
Requirements:
high school diploma required (Associates degree preferred)
3 years office experience, insurance office setting Preferred
Has P&C insurance license, or is willing to Get licensed immediately
Ability to explain complex insurance coverage issues in a simple and understandable way
Excellent Interpersonal skills and willingness to sell to customers over the phone
knowledgeable of Microsoft office and able to learn the use of a digital management system, proprietary insurance software suites, and other software as needed.
attention to detail and strong communication skills and phone etiquette
ability to establish and maintain a positive and professional relationship with coworkers, clients and visitors
ability to multitask and stay organized despite occasional interruptions
MUST have or be willing to obtain your PA Property & Casualty insurance license
MUST get to work reliably
MUST get to work on time
MUST be able to work during our office hours of Monday thru Friday, 8:30am to 4:30pm
MUST be committed to your clients
Nice to have:
Positive, upbeat and courteous with a great attitude
Reliable, trustworthy and dependable
A bright, fast learner - especially with new computer tools and skills