The Personal Lines Customer Service Representative at Parkway Family Insurance is responsible for maintaining solid customer relationships by handling existing customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and producers while conducting specific service and marketing activities.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Responsibilities
- Answer all incoming calls to the agency, directing to the appropriate party,
- Handle incoming mail for the agency and taking action as needed.
- Responsible for all agency cancellation notices from companies or finance companies. Communicate with insured to resolve or pass to producer, commercial lines department.
- Support the producer by reviewing upcoming renewals, reviewing liability limits and exposures, and quoting or marketing with other companies/general agents as needed.
- Confer with customers to provide detailed information about products and services, process renewal quotes or marketing renewals, quote renewals to clients, take payments and provide Carrier all requested documentation to proceed with binding coverages.
- Resolve product or service issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution to solve, expediting correction or adjustment, and following up to ensure resolution.
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- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Qualifications
- Must hold a Texas Property/Casualty license with at least one year's experience.
- Demonstrate strong knowledge of personal lines insurance products, rating procedures, underwriting procedures, coverages, and industry operations to manage and maintain assigned clients effectively.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and 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.
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!
IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.
IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?