Personal & Commercial Lines Customer Service Representative
Charlotte - 158005
Personal & Commercial Lines Customer Service Representative
Full Time • Charlotte - 158005
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Training & development
- Opportunity for advancement
Job Description
The Personal & Commercial Lines CSR at Tillman Insurance Advisors is responsible for maintaining solid customer relationships by handling personal and commercial 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
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Responsibilities
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
- 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 system.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.
Qualifications
- Hold the insurance license required by your state and have a minimum of three years personal and commercial 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 and 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.
- Bilingual in Spanish is a plus.
- Technology and Computer proficiency including agency management systems.
Compensation: $48,000.00 - $60,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency, Tillman Insurance Advisors, is a great career choice!
Tillman Insurance Advisors is looking for motivated and customer focused agents trying to find a place that is right for them. Is that you?
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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Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)