Personal Lines CSR

Purpose of Job: To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive and Account Manager. To back-up receptionist with walk-ins. To assist in the retention of existing accounts. Responsibilities: Process daily mail that has been distributed by First Impressions Review & process daily download for Account Executive & Account Manager Process change, billing, & cancellation requests for clients Process mortgage requests and changes Communicate with Account Executive & Account Manager on renewal book of business Provide excellent service at all times Communicate with Team Members in a professional manner Learn specific company coverage offerings Help in maintaining up-to-date client contact information Job Qualifications: Advanced computer skills Purpose of Job: Self-Motivation Ability to work in a team environment Exceptional communication and time management skills Ability to multitask Performance Measurements: Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management and account retention. Benefits: 401k Match Profit Sharing Section 125 - Daycare, Health, Dental & Vision 35 Hour Work Week Vacation PTO 7 Paid Holidays & Birthday off HSA Health Insurance - 100% of Employee Paid $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost Licensing & CE Scheduled & Paid by Agency Group Long Term Disability - at your cost Group Dental - at your cost Group Vision - at your cost Aflac Benefits - at your cost LegalShield - Shared cost