Match score not available

Personal Lines Account Rep - CSR

extra holidays - fully flexible

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Pennsylvania (USA), United States

Offer summary

Qualifications:

3 years of personal lines insurance experience preferred, Current resident PA PC License required, Familiarity with AMS360 preferred but not required, Ability to prioritize workflow.

Key responsabilities:

Service personal lines clients from A-Z
Manage a book of business and maintain customer needs

Marthinsen & Salvitti Insurance Group Insurance TPE https://www.msipa.com/

11 - 50 Employees

See more Marthinsen & Salvitti Insurance Group offers

Job description

Job Description

Company: Our western PA Independent Insurance Agency is one of the top 10 largest privately-owned insurance brokers in the tri-state region with offices in Washington, and Allegheny counties. Our competitive pay scale, benefits package, and remote work schedule offer an employee retention rate that is higher than the industry and state averages. .

Position Summary: Our office is looking to add a dedicated and passionate Personal Lines Account Representative to our growing team. Responsible for servicing personal lines clients from A-Z which includes but not limited to, marketing renewals, quoting on-line with various carriers, reviewing policies by comparing expiring vs renewal, taking changes from the customer, and communicating to the carrier, and maintaining the everyday needs of the customer by maintaining your own book of business.

Essential Tasks:

· Working in a paperless environment

· Work professionally with customers via phone, e-mail, and fax regarding their account(s)

· Provide prompt, efficient, and accurate service to address customers’ needs

· Develop and maintain relationships with insurance carriers

· Perform additional duties as assigned in a timely manner

Experience:

· Personal Lines Insurance: 3 years Experience (Preferred but not required)

· Must have current resident PA P&C License (Required)

· AMS360 Agency Management System or equivalent (Preferred but not required - we will train)

. Know how to prioritize workflow on a daily basis

· Ability to work independently as well as being part of a team in an ever-evolving industry