CSR-Commercial Lines Insurance

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Requirements:

• Minimum 1+ years client service experience working with Commercial lines insurance.
• Property and Casualty Insurance License required.
• Agency Management System experience preferred.
• Proficiency in Microsoft Office.

Responsibilities:

• Effectively manage high volume of incoming calls and walk-ins.
• Identify and assess client needs to achieve satisfaction.
• Quoting, endorsements, certificates and own the renewal process.
• Build sustainable relationships of trust through open and interactive communication.
• Provide accurate, valid, and complete information by using the right methods/tools.
• Handle complaints, provide appropriate solutions/alternatives within time limits, and follow-up to ensure resolution.
• Keep records of customer interactions, process customer accounts and file documents.