Personal Lines Account Representative

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.

Education, Requirements, Qualifications & Skills

• A high school diploma or equivalent is required.
• Prior customer service experience is required.
• Current appropriate licenses, certifications, or credentials are necessary and applicable to the division, including maintenance of the 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 communication skills are essential.
• Strong organizational, analytical, and problem-solving skills are required.
• The ability to understand and adhere to all requirements related to information security, privacy, and confidentiality at all times is necessary.

Benefits

Not specified.

Schedule

Not specified.

Pay

Not specified.