Job Summary

Seeking a dedicated and experienced P&C Licensed CSR-Agent to join a dynamic team at a well-established insurance agency. This role is pivotal in managing client relationships, ensuring exceptional service delivery, and supporting the growth of the business. The ideal candidate will have a strong background in insurance, excellent organizational skills, and a passion for providing top-tier customer service. This is a fully in-office position, offering an opportunity to work in a collaborative and professional environment.

Responsibilities

Manage a portfolio of insurance accounts, ensuring client satisfaction and retention.
Handle daily administrative tasks, including quoting new and renewal business.
Collaborate with team members to provide seamless support for clients across various lines of business.
Maintain accurate records and documentation for all client interactions and policies.
Provide expert advice and solutions tailored to clients' insurance needs.
Assist in the growth and development of the agency by identifying opportunities for cross-selling and upselling.
Ensure compliance with industry regulations and company policies.

Qualifications/Requirements

Licenses/Designations: Holds an active P&C (Property and Casualty) insurance license.
Experience: Minimum of 3-5 years of experience in an insurance account management role.
Technical Skills: Proficiency in insurance software and tools.
Soft Skills:
- Strong communication and interpersonal skills.
- Exceptional organizational and time-management abilities.
- Problem-solving mindset with attention to detail.
- Ability to work collaboratively in a team-oriented environment.
- Customer-focused with a proactive approach to service delivery.

#LI-MT1