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Personal Lines CSR - Cambridge Springs, PA
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- This position supports the Account Executive with responsibilities related to client management and retention
Duties and Responsibilities
Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are
completed accurately and on-time
Growing client loyalty by building positive relationships and
providing high levels of advocacy, excellent service, and professional
Handling renewals, service requests, claims, billing and new
Maintain a thorough understanding of the markets and their
appetites, underwriting guidelines, submitting and procedures
Review all applications, policies, endorsements and audits for
Complete loss/claim analysis and summaries
Coordinate expiration list with department manager to obtain
renewal business information
Bachelor’s degree or equivalent work experience, preferred
· Three years minimum Personal Lines Account Management experience required
& Casualty License required
designation or equivalent, preferred
driver’s license and insurance, required
Possess strong administrative and computing skills, including
Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience,
Able to work independently and enjoy a high degree of interaction
with team members.
Self-motivated and driven. Maintain a sense of urgency and
ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including
the ability actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use
discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude