Personal Lines CSR / Account Manager

Duties And Responsibilities

• Enter new client and policy information into system.
• Communicate with clients over the phone, email, text, mail, fax, and in person.
• Modify client and policy information in system as necessary.
• Update information for renewal policies.
• Create and electronically transmit certificates of insurance upon request (i.e. fax/email).
• Follow up on insurance claims as appropriate.
• Request quote for policy renewals from insurance company and provide to agent/client.
• Rate policy quotes (agency-based/web-based software).
• Take claim information from clients and process timely.
• Complete all necessary forms as required by insurance companies.
• Complete daily assignments as directed by management.

Qualifications

• High school diploma or general education degree (GED).
• Two years of Personal Lines insurance experience preferred.
• Must have a resident P&C Producer License.
• Knowledge of MS Office (Word, Excel, Outlook).
• Experience with AMS360 is preferred.

Benefits

• Health Insurance
• Dental Insurance
• Paid Time Off
• Sick Leave

Schedule

• Full-time
• 8-hour Day Shift

Work Location

In Person - Phoenix, AZ