Description
This is a remote role in Minnesota but the right candidate will need to travel to Alexandria MN for training.
We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance.
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The Personal Lines CSR provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.
Role Expectations and Description
The CSR is a key component of our team. A clientsโ experience from a service perspective can make or break the sustainability of our business. As a CSR, you can directly affect and control our clientsโ experience.
Key Responsibilities
Responsibilities include but are not limited to the following:
โข Work with Agency Principal, Producers, and Team Members
โข Order policies and issue documentation, certificates, and binders as needed
โข Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
โข Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
โข Bind coverage for new clients
Skills, Knowledge and Expertise
Job Requirements:ย
โข Experience working for an independent insurance agency
โข Experience servicing/quoting/marketing personal linesย insurance with multiple carriers, and wholesalers
โข Minimum of 2 years of experience as a Personal Lines CSR/Account Manager
โข Must be able to multitask and handle a heavy workload with minimal supervision
โข Effective communicator (verbal and written)
โข Insurance designation (Preferred)