11 часов назад
Client Service Rep-Personal Lines (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Rep-Personal Lines (Personal Insurance): Supporting advisors in managing personal lines insurance accounts with an accent on policy rating, carrier coordination, customer service, and policy administration. Focus on processing policy transactions, correcting records, interpreting coverage provisions, and maintaining accurate client documentation for Florida personal insurance.
Location: United States; Florida personal insurance licensing required
Company
is an independent insurance agency founded in 1925, providing commercial and personal insurance products through a broad network of highly rated carriers.
What you will do
- Support Personal Insurance Advisors with client service for an assigned personal lines book of business.
- Rate, quote, bind, and review new and renewal personal insurance policies for accuracy.
- Process premium payments, policy changes, cancellations, reinstatements, and customer applications.
- Handle client and carrier calls, correspondence, claims-related questions, and administrative requests.
- Analyze policy transactions, correct records, resolve issues, and follow up with carriers and clients.
- Maintain electronic files, assist with underwriting audits and projects, and provide backup support to the CSR and advisor teams.
Requirements
- Florida 4-40 or 2-20 insurance license required.
- High school diploma or GED required.
- At least 3 years of personal lines insurance experience.
- Solid understanding of Florida personal insurance lines.
- Experience working with multiple insurance carriers and building customer rapport through active listening.
- Proficiency with Microsoft Word and Excel; knowledge of Applied EPIC is beneficial.
Culture & Benefits
- Team-oriented workplace focused on collaboration, dignity, respect, and client service.
- Annual performance bonus and stock purchase opportunities.
- Medical, prescription, dental, vision, FSA, HSA, life, disability, and supplemental insurance plans.
- 401(k), paid time off, paid holidays, flexible work options, and a well-being stipend.
- Personal and professional development support, sabbatical, gift matching, and family assistance programs.
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