What are the responsibilities and job description for the Personal Lines Insurance CSR position at Body-Borneman Insurance, Inc.?
About Us:
Body-Borneman Insurance is privately owned insurance agency with 5 offices located throughout Berks, Chester, and Montgomery counties. We pride ourselves on providing exceptional insurance solutions tailored to meet the needs of our clients. Our team is committed to delivering personalized service and expert advice to help individuals, families, and businesses to protect what matters most. We offer Personal, Commercial, Life and Health insurance solutions as well as Risk Management services. We have a wide range of insurance markets that allows us to tailor insurance policies to satisfy our clients needs. We are seeking a dedicated and motivated Personal Lines Insurance Customer Service Rep to join our growing company primarily in our Blue Bell / East Norriton location.
Job Overview:
Responsible for the sale and servicing of new and existing Personal Lines accounts and to provide accurate and courteous service to insured’s and insurance companies regarding those accounts.
Key Responsibilities:
- Clients: Manage an existing book of business and be the first point of contact to those clients. Analyze clients’ current coverage and recommend adjustments or new policies to ensure adequate protection.
- Sales and Renewals: Write new business of your own and also for any leads that may come in to you through the agency. Be familiar with insurance carrier partners. Remarket policies when needed.
- Customer Service: Address client inquiries, resolve issues, and provide ongoing support to ensure high levels of customer satisfaction. Process change requests, endorsements, and field any questions our clients may have
- Documentation and Compliance: Prepare and maintain accurate client records, policy documents, and client requests/communication within our agency management system (Applied EPIC).
- Team Collaboration: Work closely with other agents and departments to foster a collaborative environment and achieve company goals. Also assist others with servicing their accounts when needed
Qualifications:
- Experience: Minimum of 2 experience in personal lines insurance customer service and sales
- Licensing: PA Property & Casualty Insurance License
Skills:
- Knowledge of insurance products
- Ability to assess and analyze client insurance needs effectively
- Erie Insurance knowledge is a plus
- Applied EPIC knowledge is a plus
Traits:
- Self-motivated, personable, and strong communication Skills.
- Detail-oriented with strong organizational skills.
- Ability to work independently as well as part of a team.
What We Offer:
- Competitive salary with uncapped new business commission.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Supportive and collaborative work environment.
- Light remote work available
