What are the responsibilities and job description for the P&C CSR position at Vault Insurance & Investments?
Company Description
Vault Insurance & Investments provides tailored investment advisory and insurance services to meet diverse financial goals and needs. The company is committed to helping individuals make informed decisions aligned with their financial objectives, delivering both investment and insurance solutions with a client-focused approach.
Role Description
This full-time role of a Property & Casualty Customer Service Representative (P&C CSR) is an on-site position located in Tukwila, WA. Key responsibilities include managing client accounts, assisting with policy inquiries, processing policy changes, and providing exceptional customer service to meet client needs. The P&C CSR will also support the insurance team in maintaining relationships with clients and ensuring compliance with relevant regulations and company policies.
Qualifications
- Proficiency in customer service, communication, and interpersonal skills
- Basic knowledge of property and casualty insurance principles, including certificates of insurance
- Experience with administrative tasks, data entry, and accurate record-keeping
- Ability to work collaboratively in a team and independently
- Attention to detail, problem-solving skills, and excellent organizational abilities
- Proficiency in using office software such as Microsoft Office Suite and CRM tools
- Licensed in Property and Casualty Insurance
- At least one year of experience in an insurance-related role