What are the responsibilities and job description for the Personal Lines Insurance - CSR position at The Misch Group?
Personal Lines CSR
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.
The Personal Lines CSR provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.
Role Expectations and Description:
The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.
Job Requirements:
P&C License required
Experience working for an independent insurance agency
Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
Minimum of 2 years of experience as a Personal Lines CSR
Must be able to multi-task and handle a heavy workload with minimal supervision
Effective communicator (verbal and written)
Working knowledge of Applied Systems Epic management system
Insurance designation (Preferred)
Desired Skills:
Experience with Microsoft Office and proficiency in Word and Excel
Excellent organizational skills with attention to detail
Responsibilities include but are not limited to the following:
Work with Agency Principal, Producers, and Team Members
Order policies and issue documentation, certificates, and binders as needed
Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
Bind coverage for new clients
Job Benefits:
Competitive Pay
Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.