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Personal Lines CSR (Remote Position)
Hey! What if you could take a subject like insurance and combine it with a team of friendly, caring and encouraging co-workers? We are growing and we need your expertise! Trucordia is looking for another great personality to join our team.
Mission of the Personal Lines Customer Service Representative
To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By using rapport building and excellent communication skills this role will work to solve clients’ problems effectively and efficiently. This includes being first line of defense on all service items and only passing the ones that require an Account Executive. To proactively work with the team and relentlessly support the Account Executives.
Personal Lines Customer Service Representative Requirements
REMOTE POSITION: Designated workspace for remote work, private, professional
- No insurance experience necessary, but preferred
- P&C Licensed Required
- Full Time position
- Proficient in usage of the computer, voip phone systems, virtual meetings, etc
- Bi-lingual in Spanish, a plus
- Knowledge in AMS, a plus
Desired Outcomes of this Role
- Handling daily downloads first thing in the morning.
- Quickly sending Auto ID cards and handling mortgagee requests.
- Assign incoming email, mail, fax and voice messages to the correct member of the personal lines team.
- Handle basic billing questions (where to pay, who to pay, what to pay) and pass any higher level questions to the account manager.
- Relentlessly work to update contact information on each and every call.
- Document all conversations and interactions with customers, carriers and agents in HawkSoft.
- First to answer all phone calls, and diligently screen the calls to handle any service tasks that are indicated in this job description.
- Proactively work with Account Managers to take work from their desks that can be handled within your role.
- Process endorsements assigned to you by Account Executives.
- Clearly and effectively communicate to the clients to manage expectations both via the phone and email. This includes taking a proactive approach.
- Work to support the marketing and branding team
- Proactively learn and grow knowledge of insurance coverage and carrier appetites
- Other responsibilities as directed by your manager.
Benefits:
- Company Paid Health Insurance
- Dental and Vision
- 401(k) plan with employer match
- Company Paid Holidays plus Paid Time Off
- Company Paid Life & Long-Term Disability Insurance
- Performance Based Compensation
- Carrier Incentives
One of the principles of the agency is to raise your hand if you need help. If there is a week you are struggling to complete your outcomes, please raise your hand so we can help you prioritize. Also, since you are in sales, the more you work the more you earn. Plan accordingly!
Feedback:
- Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description.
- Each year you will receive a formal review.
Critical Competencies
One of the principles of the agency is to raise your hand if you need help. If there is a week you are struggling to complete your outcomes, please raise your hand so we can help you prioritize. Also, since you are in sales, the more you work the more you earn. Plan accordingly!
