Billing, Customer Relations, Customer Satisfaction, Customer Support/Service, Detail Oriented, Documentation, Insurance, Insurance Sales, Maintenance Services, Organizational Skills, Problem Solving Skills, Property Maintenance, Resolve Customer Issues, Sales, Team Player, Time Management
Description
We are seeking a dedicated and experienced Personal Lines CSR to join our team in the Chicagoland area. We're a multi-line independent insurance agency with a strong focus on personalized service and deep community roots. We're looking for a detail-oriented professional to provide exceptional support to our personal lines clients.
Seeking a Personal Lines CSR candidate, proficient in the AMS 360 Management System or Vertafore, with at least 3 years of experience. Bonus, but not required, if candidate has Commercial Lines experience.
Required to have and maintain a current Property and Casualty License.
Option to work fully remote after first 60 days with mutually agreed upon in-person training days and agency office meeting once or twice a month.
Majority of collaborative meetings conducted over TEAMS; expected to attend 6 in-person meetings per year.
Key Responsibilities
- Client Support: Serve as the primary point of contact for personal lines clients, handling all service requests including policy changes, billing inquiries, and claims assistance.
- Policy Management: Process endorsements, renewals, and other policy-related documentation with accuracy and efficiency.
- Problem Resolution: Proactively address and resolve client issues, ensuring a high level of customer satisfaction.
- Collaboration: Work closely with our sales team and carriers to provide seamless support and ensure client needs are met in a timely manner.
Skills, Knowledge and Expertise
- P&C License: Must hold a current Property & Casualty license.
- Experience: A minimum of 2 years of experience as an insurance CSR is required, with a preference for candidates who have prior independent agency experience.
- Skillset: Strong organizational skills, excellent attention to detail, and a customer-focused mindset.