Job Description

The Personal Lines CSA at Inspro 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.

Responsibilities

Present existing and prospective customers with individualized policy options, quote calculations, and educational materials to meet their needs
Analyze questions, concerns from insureds and/or producers to resolve issues in timely manner
Process incoming email and phone requests, and respond promptly and appropriately
Solicit additional data from insureds and products and explain basis for underwriting decisions
Perform risk assessments and recommend modifications of coverage and limits in order to meet the identified risks. Document electronic files accordingly
Review, evaluate and issue new business policies and endorsements
Renew polices by agency standards.
Actively solicit increases in coverage or rounding out accounts at every service contact.
Produce grammatically correct and clearly written correspondence
Be proficient in the client management system, specifically to update policies that are written and renewed
Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
Maintain CE, attend classes, seminars, and carrier meetings to keep abreast of new products available for clients
Other responsibilities as assigned by manager
Confer with customers to provide information about products and services the agency offers in addition to personal lines

Qualifications

Hold the insurance license required by NC and have a minimum of two years personal lines insurance CSA 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 our agency management systems. (PXE)

Benefits/Perks

Paid Benefits
Hybrid Schedule
Professional Development
Job Stability in a growing industry
Paid PTO

Flexible work from home options available.

YOUR FUTURE....

Starts Here

Inspro is an independent insurance agency located in Cary, NC. It was founded in 1987 by Al Masella and his daughter, Michelle Masella Corcoran. The business was passed down in 2020 and is now female owned, providing comprehensive insurance solutions for customers up and down the East Coast. Inspro serve businesses, families, and individuals with exceptional customer service and market familiarity. Our staff possess over 165 years of collective experience in the insurance industry. In addition, we have established relationships with multiple carriers that we work with to provide quality products at a price that meets our customers’ expectations.

HERE’S HOW WE’RE DIFFERENT

We are a local agency which means our customers are able to speak with a live agent when they need us. That also allows our agents to be able to provide coverage options including commercial property and workers compensation and personal lines like home and auto. In addition, we can provide life, health and disability insurance protection as group coverage or individual coverage. Our team can tailor a policy to meet the needs of every customer that walks through our door.

We’re directly integrated to the local community. Every person on our staff was born or raised in the Wake County area and has ties to the community. We are proud community advocates and show our support through volunteerism with local organizations. We are proud to call NC home!

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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Benefits of working as an Independent Insurance Agent

Insurance Benefits

Inspro offers a full benefits package to include medical, dental, vision, short term and long term disability, life and worksite benefits

Flexibility

We strives to have a better work life balance. Our work week is hybrid, because we recognize that working in and out of the office has a positive impact on the business and the employee. Our IT has been set up so you can work anywhere!

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