Personal Lines Customer Service Agent

Personal Lines CSA at Inspro

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 policies 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

Benefits / Perks

Flexible work from home options available.