Independent Insurance Agents of Nebraska
Personal Lines Account Manager
Independent Insurance Agents of Nebraska, Lincoln, Nebraska, United States, 68511
Benefits:401(k) matchingDental insuranceHealth insurancePaid time offVision insuranceJob Description
The Personal Lines CSR at McCashland, Kirby & Associates 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.
Benefits/Perks
Competitive PayProfessional DevelopmentJob Stability in a growing industryResponsibilities
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 systemQualifications
Hold the insurance license required by your state and have a minimum of two years 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.
Looking for the path to the future
you
want?An insurance career is your answer
You
define your own financial success. Roles can allow
you
to choose where, when, and/or how you work.
You
become a trusted adviser in your community.
You
score a career built to last.
Know (almost) nothing about insurance careers?
Check out
Find out which gig might be perfect for you
Ready to a find a job?
Search the available positions using the filters above.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.
The Personal Lines CSR at McCashland, Kirby & Associates 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.
Benefits/Perks
Competitive PayProfessional DevelopmentJob Stability in a growing industryResponsibilities
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 systemQualifications
Hold the insurance license required by your state and have a minimum of two years 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.
Looking for the path to the future
you
want?An insurance career is your answer
You
define your own financial success. Roles can allow
you
to choose where, when, and/or how you work.
You
become a trusted adviser in your community.
You
score a career built to last.
Know (almost) nothing about insurance careers?
Check out
Find out which gig might be perfect for you
Ready to a find a job?
Search the available positions using the filters above.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.