Personal Lines Account Manager

.Licensed Personal Lines Customer Service rep Selling & servicing accountIt is important to note that our agency is small boutique operation, which gives us theability to have strong one on one relationship with our customers. We have a highcustomer retention rate with our companies for that reason. This is an opportunity towork in a professional environment with less of the stress that usually comes with lageragencies.Independent insurance agency is seeking a licensed personal lines Customer ServiceRepresentative (CSR) to service a book of personal lines insurance accounts. Theinsurance agency will require the personal lines CSR to respond to customer calls aboutpolicy changes, updates and coverage questions, and consult with customers onpotential bundle saving opportunities. Up selling clients may be required to ensurecustomers have the appropriate amount of insurance protection. The CSR candidatewill be responsible for providing timely and professional day-to-day customer serviceworking closely with theagency. Commercial clients to provide them Personal Lines Insurance.Benefits:Comprehensive benefits package(Depending on experience and qualifications)Responsibilities will include:• Support and service a wide range of personal lines accounts• Support agency with customer service related tasks.• Handle incoming new business sales calls or walk-in business as needed• Cross-sell or account rounding as needed ensuring clients have appropriate coverage• Liaison between clients and insurance company representatives.• Certificates, endorsements, binders, and first claims• Marketing, quoting, rating of new client business and account renewals.Requirements:• Property & Casualty Insurance License Required• Experience with auto, home, boat, and recreational policies• Minimum 5 years Independent Agency experience• Experience with insurance sales• Experience with account rounding/ cross-selling• Knowledge of Microsoft Excel, Word and related software preferred.• Experience using agency management systems is strongly preferred.