Job Description
We are seeking an experienced Personal Lines CSR / Account Manager to join our team. This role will focus on providing excellent customer service and back-end support.
- Download and review insurance forms and policies from carriers.
- Process new applications, policy endorsements, renewals, and cancellations.
- Handle non-payment issues, including reinstatements and cancellations.
- Answer inbound calls and assist clients with their personal lines insurance inquiries.
- Provide information on policy coverage, billing, and payment options.
- Handle customer requests for quotes, certificates, and proof of insurance.
- Maintain accurate and up-to-date records in the agency management system.
- Generate reports and ensure documentation is properly filed and accessible.
- Follow up on pending tasks, endorsements, and claims.
- Build and maintain strong client relationships through proactive communication.
- Assist with account reviews to ensure clients' coverage aligns with their needs.
- Minimum 1-2+ years of experience in personal lines insurance with an independent agency.
- Strong communication skills, both written and verbal.
- Detail-oriented with excellent organizational and time-management abilities.
- 440 or 220 insurance license.
- In-office role in North Tampa / Trinity area.
Numbers & Facts
| Location | Trinity, FL |
| Industry | Staffing/Employment Agencies |
| Company Size | 20 to 49 employees |
| Year Founded | 1981 |
| Website | http://cesfl.com/ |
About Company
Since 1981, our mission at
Criterion Executive Search
, Inc is to ensure the ongoing success of our clients and our candidates by effectively delivering on-target performance coupled with the highest degree of professionalism in differing markets. While striving to deliver excellent consulting services, CES has become recognized as one of the nation's leading executive staffing & recruitment firms.
Whether you are an employer with executive staffing needs, or performing an executive search with a view to enhancing your career, we react swiftly in the fulfillment of your goals. Our specialized teams of Insurance Recruiters, IT Recruiters, Goverment Solutions Providers, Healthcare Recruiters, or Audit & Finance Recruiters can help assist you in locating both executive & non-executive job positions.
Whether you are an employer with executive staffing needs, or performing an executive search with a view to enhancing your career, we react swiftly in the fulfillment of your goals. Our specialized teams of Insurance Recruiters, IT Recruiters, Goverment Solutions Providers, Healthcare Recruiters, or Audit & Finance Recruiters can help assist you in locating both executive & non-executive job positions.
Skills
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.
Free resume templatesFree resume builder
Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.
Free resume builder