LD&B Insurance and Financial Services · 5 months ago
Personal Lines Account Representative
Woodstock, VA
Full-time
Onsite
New Grad, Entry LevelLD&B Insurance and Financial Services is seeking a Personal Lines Account Representative to enhance their business through exceptional customer service and communication. This role involves managing client relationships, providing solutions, and collaborating with colleagues to meet divisional goals while embodying the company's values.
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Responsibilities
Understand the nature of the personal lines insurance marketplace to meet the needs of clients
Maintain a positive, empathetic, and professional demeanor toward clients, colleagues, and vendors at all times
Demonstrate communication and customer relationship skills and understand how to utilize the division’s products and services to meet clients’ needs
Manage a standard-sized or moderately complex group of clients and cooperate with colleagues to serve all clients within the division
Provide prompt, accurate, courteous, and customer-focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems, and developing solutions
Provide feedback to the division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement, and meet division goals
Maintain accurate, complete, and timely records of all activity in the appropriate agency and partner data management systems
Demonstrate regular and reliable attendance
Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day
Other duties as assigned
Qualification
Required
High school diploma or equivalent required
Prior customer service experience is required
Current appropriate licenses, certifications, or credentials are necessary and applicable to the division, including maintenance of the same, or the ability to obtain these licenses, certifications, or credentials
Must be a self-starter and capable of completing tasks with little or no supervision
Exceptional oral and written communication skills
Strong organizational, analytical, and problem-solving skills
Ability to understand and adhere to all requirements related to information security, privacy, and confidentiality at all times
Company
LD&B Insurance and Financial Services
LD&B Insurance & Financial Services (LD&B) is Harrisonburg, Virginia’s largest employee owned firm, providing a full range of insurance and financial services to individuals and businesses in Harrisonburg City, Rockingham County, Shenandoah County, Augusta County, Page County, and beyond.
Founded in 1992
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Troy Suter
President & CEO
Company data provided by crunchbase