Experienced Customer Service Representative/Licensed Personal Lines Insurance Agent – Fast-Paced Insurance Industry Leader
At careerzynith, we're dedicated to providing exceptional customer service and insurance solutions to our clients. As a seasoned Customer Service Representative/Licensed Personal Lines Insurance Agent, you'll play a vital role in maintaining customer relationships, handling inquiries, and delivering top-notch service while navigating the complexities of the insurance industry. If you're passionate about building strong relationships, possess a deep understanding of insurance products, and thrive in a fast-paced environment, we want to hear from you!
**About careerzynith**
careerzynith is a leading provider of insurance services, committed to helping individuals and families protect their assets and achieve their financial goals. With a strong presence in the industry, we're known for our expertise, innovative approach, and dedication to customer satisfaction. As a member of our team, you'll have the opportunity to work with a talented group of professionals who share your passion for delivering exceptional service and making a positive impact in the lives of our clients.
**Responsibilities**
As a Customer Service Representative/Licensed Personal Lines Insurance Agent, you'll be responsible for:
* Providing exceptional service to existing clients, including updating policies, quoting new business, taking payments, answering questions, and providing documentation.
* Answering customer calls and correspondence regarding new or existing insurance policies, ensuring prompt and professional communication.
* Working with new clients and/or supporting a producer to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and bind renewals.
* 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.
* Conferencing 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 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, with a preference for Hawksoft.
**Qualifications**
To succeed in this role, you'll need:
* An active CA property casualty insurance license.
* Strong knowledge of insurance products and usages, rating and underwriting procedures.
* Excellent customer focus and phone manner, with strong written and verbal communication skills.
* Attention to detail, organization, multi-tasking, and follow-up skills.
* 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.
**Preferred Qualifications**
* 3+ years of experience in the insurance industry, working with personal lines customers.
* Working knowledge of carrier underwriting procedures and rating systems.
* Familiarity with agency management systems, such as Hawksoft.
* Experience with quoting and re-quoting current and new customers.
**Benefits and Perks**
As a valued member of our team, you'll enjoy:
* Competitive pay with commission available.
* Professional development opportunities in a growing industry.
* Comprehensive benefits package, including medical, dental, vision, and 401(k) retirement plan.
**Work Environment and Culture**
Our fast-paced office is a dynamic and supportive environment where collaboration and teamwork thrive. As a Customer Service Representative/Licensed Personal Lines Insurance Agent, you'll have the opportunity to work closely with a talented team of professionals who share your passion for delivering exceptional service and making a positive impact in the lives of our clients.
**How to Apply**
If you're a motivated and customer-focused individual with a passion for the insurance industry, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience, qualifications, and why you're the ideal candidate for this role.
We can't wait to hear from you!
[Apply Now](Apply Job!)
Apply for this job
**About careerzynith**
careerzynith is a leading provider of insurance services, committed to helping individuals and families protect their assets and achieve their financial goals. With a strong presence in the industry, we're known for our expertise, innovative approach, and dedication to customer satisfaction. As a member of our team, you'll have the opportunity to work with a talented group of professionals who share your passion for delivering exceptional service and making a positive impact in the lives of our clients.
**Responsibilities**
As a Customer Service Representative/Licensed Personal Lines Insurance Agent, you'll be responsible for:
* Providing exceptional service to existing clients, including updating policies, quoting new business, taking payments, answering questions, and providing documentation.
* Answering customer calls and correspondence regarding new or existing insurance policies, ensuring prompt and professional communication.
* Working with new clients and/or supporting a producer to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and bind renewals.
* 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.
* Conferencing 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 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, with a preference for Hawksoft.
**Qualifications**
To succeed in this role, you'll need:
* An active CA property casualty insurance license.
* Strong knowledge of insurance products and usages, rating and underwriting procedures.
* Excellent customer focus and phone manner, with strong written and verbal communication skills.
* Attention to detail, organization, multi-tasking, and follow-up skills.
* 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.
**Preferred Qualifications**
* 3+ years of experience in the insurance industry, working with personal lines customers.
* Working knowledge of carrier underwriting procedures and rating systems.
* Familiarity with agency management systems, such as Hawksoft.
* Experience with quoting and re-quoting current and new customers.
**Benefits and Perks**
As a valued member of our team, you'll enjoy:
* Competitive pay with commission available.
* Professional development opportunities in a growing industry.
* Comprehensive benefits package, including medical, dental, vision, and 401(k) retirement plan.
**Work Environment and Culture**
Our fast-paced office is a dynamic and supportive environment where collaboration and teamwork thrive. As a Customer Service Representative/Licensed Personal Lines Insurance Agent, you'll have the opportunity to work closely with a talented team of professionals who share your passion for delivering exceptional service and making a positive impact in the lives of our clients.
**How to Apply**
If you're a motivated and customer-focused individual with a passion for the insurance industry, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience, qualifications, and why you're the ideal candidate for this role.
We can't wait to hear from you!
[Apply Now](Apply Job!)
Apply for this job