.. , and analyzes financial and operating data while performing a variety of Accounting duties in the Corporate Accounting and Finance Department. - Account .. - Work with internal departments, as well as outside agencies, on various Accounting issues - Provide information to other areas of the company - Process and .. read more
Job Description:
The Commercial Lines CSR at Davis Insurance Agency, Inc. is responsible for maintaining solid customer relationships by handling customer 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 Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Work with new clients or support a producer in an effort to 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 or support a producer to review existing policies, review liability limits and exposures, 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. 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, and following up to ensure resolution. Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Qualifications
Hold the insurance license required by your state and have a minimum of two years commercial lines insurance account management experience as well as a Bachelor's Degree or comparable work 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 excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have 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. Benefits/Perks
Competitive Pay Professional Development Job Stability in a growing industry
This is a remote position.
Compensation: $20.00 - $26.00 per hour
Looking for the path to the future
you
want? An insurance career is your answer
You
define your own financial success. Roles can allow
you
to choose where, when, and/or how you work.
You
become a trusted adviser in your community.
You
score a career built to last.
Know (almost) nothing about insurance careers?
Check out
Find out which gig might be perfect for you
Ready to a find a job?
Search the available positions using the filters above.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.
The Commercial Lines CSR at Davis Insurance Agency, Inc. is responsible for maintaining solid customer relationships by handling customer 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 Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Work with new clients or support a producer in an effort to 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 or support a producer to review existing policies, review liability limits and exposures, 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. 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, and following up to ensure resolution. Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Qualifications
Hold the insurance license required by your state and have a minimum of two years commercial lines insurance account management experience as well as a Bachelor's Degree or comparable work 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 excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have 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. Benefits/Perks
Competitive Pay Professional Development Job Stability in a growing industry
This is a remote position.
Compensation: $20.00 - $26.00 per hour
Looking for the path to the future
you
want? An insurance career is your answer
You
define your own financial success. Roles can allow
you
to choose where, when, and/or how you work.
You
become a trusted adviser in your community.
You
score a career built to last.
Know (almost) nothing about insurance careers?
Check out
Find out which gig might be perfect for you
Ready to a find a job?
Search the available positions using the filters above.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.