Job Description

Position Overview:

Choice Insurance Agency is one of the fastest growing companies in our industry as identified by Inc 5000. We believe that by �protecting people�s present, we secure their dreams. We are seeking a Personal Lines Customer Service Agent who will be responsible for working directly with clients, assisting them with their personal property and life insurance needs. Our service agent must be knowledgeable, friendly, organized and efficient while assisting our customers to ensure prompt service and support. If you happen to know someone who might be a fit for this opportunity, we also offer Recruiting Bonuses for referrals.

Salary: $14.00 - $16.00 per hour

Benefits

Benefits Included (after 60 days):

• Employee Health Benefits (medical, dental, & vision)
• 401K Retirement Plan
• Employer paid Group Life Insurance
• Employer paid Long Term Disability
• Employee paid Shot Term Disability
• Additional Voluntary Benefits available
• Full reimbursement of costs for licenses or required training to employees on a 1-year pro-rated basis
• Paid time off
• Paid holidays
• Paid Bereavement
• Access to The Choice Insurance Agency business and self-improvement library
• Gym membership reimbursement
• Employee Referral Bonus

Responsibilities

Primary Responsibilities & Essential Functions:

• Review current policy information with clients and make coverage recommendations
• Process Insured policy change requests
• Follow up to ensure accuracy of endorsements processed by the carrier
• Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
• Notate all interactions with Insureds in the agencies client management system
• Obtain all signatures forms/applications required by the carrier
• Process Insured payments
• Review billing accounts with insureds
• Review and update all current client contact information in the client management system
• Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages, and evidence of property forms)
• Deliver client correspondence via Email/USPS

Job Applicant Must Exhibit the Following Skills:

• Effective communicator and great communication skills
• Multitasking capabilities
• Organization skills
• Team player
• Positive can-do attitude
• Ability to remain calm under pressure
• Ability to prioritize
• Resourceful
• Excellent sales and marketing skills
• Excellent analytical, problem-solving, and decision-making skills.

• Excellent follow-up skills

Requirements

Qualifications:

Education:

• High School Diploma required

Experience and Additional Competencies:

• Minimum of 1+ years of experience as a personal lines service agent reporting directly to management
• Experienced Independent Agent
• Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software (EPIC)
• Proficiency in collaboration and delegation of duties
• Working knowledge of all personal lines insurance, insurance agency operations, coverage�s, rates, markets, and applicable insurance laws/codes/regulations.
• Exceptional interpersonal skills
• Friendly and professional demeanor

Required:

• Must possess Property & Casualty license
• Take a Myers Briggs assessment or DISC Assessment