14 Insurance Customer Service Representative (Personal Lines) Jobs in Downey, CA
Financial Partners Credit Union is Hiring an Insurance Customer Service Representative (Personal Lines) Near Downey, CA
** Insurance Customer Service Representative (Personal Lines)**
This dynamic role is responsible for new business production, endorsements and building lasting relationships with our large member base. We offer multiple providers of auto, home and other lines of insurance and are looking for experienced licensed Property & Casualty Insurance Agents.
**ESSENTIAL RESPONSIBILITIES:**
* Provide insurance quotations for most personal lines coverages by using FSC rating program and other insurance company specific rating software.
* Educate and assist members in making coverage decisions based upon their specific needs.
* Make underwriting and policy placement decisions based on customer needs and in conjunction with the insurance companys guidelines.
* Complete applications for new business, process endorsements and suspense file for accurate completion.
* Respond to insurance carrier memos and customer/members questions or issues in a timely manner.
* Annual review of member existing policies to assess coverage and make recommendations.
* Actively solicit prospects to increase sales that is consistent with the marketing plan.
* Perform additional functions at the direction of management.
* We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization. Every Partner has the responsibility to ask questions, seek guidance, and report concerns and/or violations of company policy or ethical standards. Financial Partners has several processes in place to communicate with leadership and expects that partners will have a commitment to integrity and uncompromising values.
**EDUCATION/EXPERIENCE:**
* High school or equivalent.
* 3 to 5 years of experience in Personal Lines
* Proficiency in Word, Excel and Agency Management Systems (Hawksoft)
Job Summary
Full Time
$54k-69k (estimate)
05/03/2024
05/16/2024
fpcu.org
DOWNEY, CA
50 - 100
1937
Private
THOMAS MORAN
<$5M
Banking
Related Companies
The following is the career advancement route for Insurance Customer Service Representative (Personal Lines) positions, which can be used as a reference in future career path planning. As an Insurance Customer Service Representative (Personal Lines), it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Customer Service Representative (Personal Lines). You can explore the career advancement for an Insurance Customer Service Representative (Personal Lines) below and select your interested title to get hiring information.
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Quotes from people on Insurance Customer Service Representative job description and responsibilities
An Insurance Customer Service Representative acnowledges and direct customer’s requests for additional products or services to appropriate licensed representatives.
01/17/2022: Norwich, CT
Assist customers with managing insurance inquiries, resolve insurance problems and finalizes policy adjustments.
12/28/2021: Vineland, NJ
Completes customer’s transactional requests as provided by caller.
12/20/2021: Middlesex, NJ
Insurance Customer Service Representative consistently meets or exceeds expectations for departmental standards related to Quality, Service Level, Call Goal, and other KPI's.
02/11/2022: Portland, OR
Document their exchanges with clients, often using customer relationship management software.
12/22/2021: Helena, MT
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Customer Service Representative jobs
Insurance Customer Service Representative needs a high school education, on-the-job training and several soft skills.
03/08/2022: Portland, OR
An Insurance Customer Service Representative should have a good memory to remember details and data.
03/17/2022: Port Arthur, TX
They must be able to cope with a fast-paced work environment.
02/27/2022: Pierre, SD
Insurance Customer Service Representative should be consistenet in sending mails, newsletters, and other correspondence forms to customers.
02/16/2022: New London, CT
Should have the willingness to provide assistance.
01/09/2022: Rockford, IL
Step 3: View the best colleges and universities for Insurance Customer Service Representative.
