What are the responsibilities and job description for the Personal Lines Account Representative position at LD&B Insurance and Financial Services?
Description
Essential Duties & Responsibilities
Education, Requirements, Qualifications & Skills
- This position may be offered as an Associate Account Representative depending on experience and qualifications
Essential Duties & Responsibilities
- Understand the nature of the personal lines insurance marketplace to meet the needs of clients.
- Maintain a positive, empathetic and professional demeanor toward clients, colleagues and vendors at all times.
- Demonstrate communication and customer relationship skills and understand how to utilize the division’s products and services to meet clients’ needs.
- Manage a standard-sized or moderately complex group of clients and cooperate with colleagues to serve all clients within the division.
- Provide prompt, accurate, courteous and customer-focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems and developing solutions.
- Provide feedback to the Division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement and meet division goals.
- Maintain accurate, complete and timely records of all activity in the appropriate agency and partner data management systems.
- Demonstrate regular and reliable attendance.
- Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
- Other duties as assigned.
Education, Requirements, Qualifications & Skills
- High school diploma or equivalent required.
- Prior customer service experience required.
- Current appropriate licenses, certifications or credentials necessary and applicable to the division, including maintenance of same, or the ability to obtain these licenses, certifications or credentials.
- Must be a self-starter and capable of completing tasks with little or no supervision.
- Exceptional oral and written communications skills.
- Strong organizational, analytical and problem solving skills.
- Ability to understand and adhere to all requirements related to information security, privacy and confidentiality at all times.
- Must be physically able to work 38 hours per week.
- Must be able to sit for long periods of time, including while extensively using computers and associated or similar technology.
- Must have the ability to hear, see, and speak.
- Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, reach with hands and arms, stoop, kneel and ascend or descend stairs.
- Occasionally required to lift and carry up to 20 pounds.
- Perform with a high-energy level and the capability to handle stressful situations on a daily basis.
- Must maintain a valid driver’s license and have the ability to operate a motor vehicle.
- Must be able to drive and to travel unaccompanied in diverse weather conditions.