Ready to join a professional insurance agency with a positive work setting where everyone is appreciated and you truly make a difference every day? We are growing and would like to visit with you! Heritage Insurance is locally owned and managed, here to stay, and serves clients throughout the state.

In this CSR position you will work alongside seasoned insurance professionals who are driven yet still like to have fun daily. Heritage employs a team approach to support one another and ensure our customers' needs are met timely. Successful candidate will take pride in ensuring our valued clients get strong coverage at a competitive price. You can continue to learn from our experienced agents to grow your long-term insurance career with Heritage where upward mobility is definitely possible!

Responsibilities

• Reach out to personal lines clients prior to renewal and learn if their needs have changed.
• Generate quotes with multiple strong insurance carriers using online rating tools and carrier websites.
• Prepare comparison of top options and present to client.
• Answer questions and execute client's selections with proper signed documentation.
• Provide service to existing clients related to updating policies, taking payments, providing ID cards, etc.
• Process endorsement requests through carrier websites.
• Turn in new claims and follow up with adjusters as needed.
• Maintain records of customer interactions, recording details in the agency management system.
• Follow up on suspense items timely.
• Collaborate with team members to ensure continued excellent customer service and overall agency growth.

Qualifications

• Preferably hold NE P&C insurance license and have at least 1 year insurance CSR experience.
• Show initiative by completing duties independently.
• Reliable work attendance.
• Exhibit confidence, teamwork and willingness to take on new duties.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
• Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills.
• Able to handle occasional challenging situations with customers and solve problems without direct supervision.
• Demonstrate solid knowledge of personal lines insurance products, coverages, quoting procedures, and underwriting processes.
• Exhibit excellent time management skills as well as technology and computer proficiency. Ability to operate agency management systems, online rating tools, and carrier website navigation.
• Commitment to long-term career with Heritage Insurance
• While our ideal candidate would already be licensed in Property & Casualty insurance, we will consider training the right candidate.
• More experienced candidates also encouraged to apply -- compensation will be tailored to experience and capabilities!

Benefits/Perks

• Competitive pay negotiated based on prior experience and licenses
• Affordable group health insurance for self or family
• 401(k) Retirement Plan (Traditional and Roth) with company match
• Paid time off that increases with years of service
• Paid Maternity/Paternity Leave
• Some flexible work/life scheduling within reason
• Details provided upon request after first interview

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 1 year

Shift:

• 8 hour shift
• Day shift
• No nights

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• insurance CSR: 1 year (Preferred)

License/Certification:

• Property & Casualty Insurance license (Preferred)

Work Location: In person