Commercial Lines Account Manager Client Manager CSR
Independent Insurance Agents of Texas (IIAT), Kerrville, Texas, United States, 78028
Customer Service Representative
The Customer Service Representative at First Insurance Agency is responsible for maintaining solid customer relationships by handling customer 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 include: 401(k) matching Bonus based on performance Company parties Competitive salary Paid time off Additional perks: Competitive pay High commission split included Professional development Job stability in a growing industry Full-time position Paid vacation earned Retirement plan options earned Group health insurance provided Responsibilities include: Providing service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation. Answering customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Working with new clients or supporting a producer in an effort to 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. Setting appointments and/or client calls or supporting a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Conferring 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. Resolving 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, and following up to ensure resolution. Reviewing audits or policies; verifying accuracy and facilitating corrections, as needed, between client and carrier. Maintaining records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborating with team members, mentoring staff, providing expertise and answering questions, and participating in formal and informal meetings as needed. Qualifications include: Hold the insurance license required by your state and have a minimum of two years of insurance account management experience as well as a Bachelor's Degree or comparable work 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 excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
The Customer Service Representative at First Insurance Agency is responsible for maintaining solid customer relationships by handling customer 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 include: 401(k) matching Bonus based on performance Company parties Competitive salary Paid time off Additional perks: Competitive pay High commission split included Professional development Job stability in a growing industry Full-time position Paid vacation earned Retirement plan options earned Group health insurance provided Responsibilities include: Providing service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation. Answering customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Working with new clients or supporting a producer in an effort to 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. Setting appointments and/or client calls or supporting a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Conferring 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. Resolving 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, and following up to ensure resolution. Reviewing audits or policies; verifying accuracy and facilitating corrections, as needed, between client and carrier. Maintaining records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborating with team members, mentoring staff, providing expertise and answering questions, and participating in formal and informal meetings as needed. Qualifications include: Hold the insurance license required by your state and have a minimum of two years of insurance account management experience as well as a Bachelor's Degree or comparable work 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 excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.