Personal Lines Insurance Agency CSR
Dealer eProcess · Bethel Park, PA · 4 wk ago
On-siteOTHR$40k–$50k/yrFull-time
Duties and Responsibilities
- Maintaining Positive Customer Relationships
- Answering Customers Insurance Queries in an informative, but simple and understandable way
- Educating Customers on their coverage options to help them make informed decisions in regards to all of their insurance needs
- Responding to quote Requests and leads within the same business day
- Actively cross selling accounts everyday
- Asking for referrals everyday
- Scanning into Management system when needed
- Using multiple software platforms to generate quotes
- Using multiple software platforms to make changes to policies
- Concentrating on Customer relationship activities(Selling, Servicing, Cross selling)
- Full participation in all agency marketing programs
- Assisting with Agency Newsletter
- Checking Renewals
- Keeping client data up to date in Agency Management system
- Other responsibilities as assigned
Requirements
- High school diploma required (Associates degree preferred)
- 3 years office experience, insurance office setting Preferred
- Has P&C insurance license, or is willing to Get licensed immediately
- Ability to explain complex insurance coverage issues in a simple and understandable way
- Excellent Interpersonal skills and willingness to sell to customers over the phone
- Knowledgeable of Microsoft office and able to learn the use of a digital management system, proprietary insurance software suites, and other software as needed.
- Attention to detail and strong communication skills and phone etiquette
- Able to establish and maintain a positive and professional relationship with coworkers, clients and visitors
- Able to multitask and stay organized despite occasional interruptions
Benefits
- Major Medical and dental
- Holidays, vacation time, plus 3 personal days