What are the responsibilities and job description for the Personal Lines Customer Service Representative | 2-20 or 4-40 Licensed position at Fearnow Insurance?
Overview
Fearnow Insurance is a multi-line, independent insurance agency that has been in operation for over 30 years. Our mission to our employees, customers, and carriers is to understand their needs and fulfill their expectations.
The Personal Lines Customer Service Representative (CSR) is a licensed agent who provides exceptional service by acting as an ethical professional advisor for our customers.
JOB DUTIES
- Gather accurate information from the customers and carriers
- Maintain accurate records of all customer interactions
- Endorse policies
- Re-shop and re-write policies as needed
- Send documents to customers after reviewing for accuracy
- Cross-sell to existing customers
- Quote, bind, and sell new policies
- Provide customer support in a friendly, prompt, and accurate manner
- Take walk-ins as applicable
- Answer calls in a timely manner & return calls within the same day
- Respond to customers’ insurance related questions and issues
- Learn and understand company insurance products
- Complete daily suspenses with minimal supervision
- Meet weekly/monthly production goals and objectives
- Effectively communicate with clients, prospective clients, and insurance companies, whether on the phone, in person, or in writing
INITIATIVE
- Work with underwriters & carriers to get the best results for customers
- Negotiate on behalf of the client
- Have a no-quit attitude to find solutions to write business
- Find and fix coverage gaps to protect the customers
ORGANIZATION
- Keep up with incoming phone calls and emails
- Keep up with suspense for follow-ups and ongoing tasks
- Communicate well with all clients, keeping them informed of progress
- Handle all tasks appropriately and in a timely manner
- Update & review AMS 360 to accurately reflect the policy
- Be able to self-organize and achieve deadlines
SKILLS
- Proficient in Microsoft Office (preferred)
- Proficient in AMS360 (preferred)
- Basic computer literacy (required)
- General mathematics (required)
- Professional written communication (required)
PROFESSIONAL QUALIFICATIONS
- Active 2-20, 20-44, or 4-40 license (required)
- 1 or more years insurance experience (preferred)
OUR VALUES
- Do the right thing with positivity
- Listen and be solution minded
- Be a professional advisor
- Serve with excellence
- Take care of each other
- Stay focused
- Strive to be the best
Pay: $19.00 - $23.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
License/Certification:
- 4-40 or 2-20 license (Required)
Ability to Commute:
- Seffner, FL 33584 (Required)
Work Location: In person
Salary : $19 - $23