Quick Overview
Job Description
Job Description
Description
Personal Lines Producer/CSR
We are seeking a dynamic and experienced Personal Lines Producer to join our team. The ideal candidate will be responsible for providing exceptional customer service, managing client accounts, and generating new business in personal lines insurance. Identify and pursue new business opportunities through referrals, networking, and marketing efforts to achieve sales targets..
Claims Assistance: Support clients in the claims process by providing guidance, documentation, and follow-up to ensure timely and satisfactory resolution.
Explain coverage options and policy features to help clients make informed decisions.
Ensure all transactions and client interactions comply with company policies and regulatory requirements.
Customer Service Excellence: Provide a high level of customer service by responding to client inquiries via phone, email, and in-person meetings promptly and professionally.
Team Collaboration: Work closely with underwriters, claims adjusters, and other team members to ensure seamless client service and support.
Education: High school diploma or equivalent; associate's degree in business, finance, or a related field is preferred.
Valid state insurance license in personal lines required.
Experience: Minimum of 2-3 years of experience in personal lines insurance, with a proven track record in customer service and sales.
Proficiency in insurance management software and Microsoft Office Suite.
Competitive base salary and commission structure.
~ Health, dental, and vision insurance.
~401(k) retirement plan with company match.
~ Paid time off, sick time, and holidays.
~
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