Personal Lines Account Representative (Flexible Work Location)

About the Role

This position may be offered as an Associate Account Representative depending on experience and qualifications. The Personal Lines Account Representative is an energetic professional interested in helping our business grow through constructive, empathetic conversations and by providing remarkable customer service. This individual must be a self-starter who thrives in a fast-paced, team environment and exhibits exceptional interpersonal relationship skills.

The successful Personal Lines Account Representative will communicate and coordinate with colleagues across the division and organization to deliver optimal care for clients and achieve divisional and organizational objectives. They will interact directly with clients, prospects, partners, and vendors through various channels to educate, problem-solve, process requests, identify solutions, and create calm as needed.

As a representative of the organization, the Personal Lines Account Representative aligns with and models the organization’s values, as reflected in the LD&B BLUEprint, on a daily basis.

Responsibilities

• Understand the personal lines insurance marketplace to meet client needs.
• Maintain a positive, empathetic, and professional demeanor toward clients, colleagues, and vendors at all times.
• Demonstrate strong communication and customer relationship skills, utilizing division products and services to meet client needs.
• Manage a standard-sized or moderately complex group of clients and collaborate with colleagues to serve all clients within the division.
• Provide prompt, accurate, courteous, and customer-focused service, including responding to questions, resolving complaints, processing requests, providing information, researching problems, and developing solutions.
• Provide feedback to the Division Manager on the efficiency and effectiveness of customer service processes and collaborate to develop, implement, and meet division goals.
• Maintain accurate, complete, and timely records of all activity in agency and partner data management systems.
• Demonstrate regular and reliable attendance, a strong work ethic, and a commitment to success while consistently modeling the organization’s BLUEprint values.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent required.
• Prior customer service experience required.
• Current appropriate licenses, certifications, or credentials necessary for the division, including maintenance of same, or the ability to obtain them.
• Must be a self-starter capable of completing tasks with little or no supervision.
• Exceptional oral and written communication skills.
• Strong organizational, analytical, and problem-solving skills.
• Ability to understand and adhere to all requirements related to information security, privacy, and confidentiality.

Physical Requirements

• Must be physically able to work 38 hours per week.
• Must be able to sit for long periods, including while extensively using computers and similar technology.
• Must have the ability to hear, see, and speak.
• Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, reach with hands and arms, stoop, kneel, and ascend or descend stairs.
• Occasionally required to lift and carry up to 20 pounds.
• Must perform with a high-energy level and handle stressful situations daily.
• Must maintain a valid driver’s license and have the ability to operate a motor vehicle.
• Must be able to drive and travel unaccompanied in diverse weather conditions.