Turner Insurance Agency Inc · 1 month ago
Insurance Sales CSR
Harrisville, PA
Full-time
Onsite
New Grad, Entry LevelTurner Insurance Agency Inc is seeking an Insurance Sales CSR who is friendly, organized, and capable of multi-tasking in a dynamic office environment. The primary responsibility of this role is to provide service to existing clients and quote new business, including handling billing, answering client questions, and selling insurance products.
Auto InsuranceCommercial InsuranceInsuranceLife Insurance
Responsibilities
If not already present, obtaining Property & Casualty and Life & Health licenses within first 3 months of employment
Answering phones – answer telephone promptly & use intercom or instant message to alert co-worker of call
Greeting clients at the counter
Billing - taking premium payments, generating receipts, answering billing questions
Taking Loss Reports
Issuing Certificates of Insurance
Servicing & Quoting Auto policies – including meeting with clients as needed
Servicing & Quoting Home policies – including meeting with clients as needed
Selling Life Insurance products
Answering Client Questions
Customer Correspondence
Thank you notes
New business correspondence
Endorsement correspondence
Education – remain refreshed on the policy coverages & provisions provided under the all policies sold by the agency, and attend insurance related education classes approved by management
Qualification
Required
High school diploma required
Proficient in use of personal computer, word processing software, calculator and agency automation software
Ability to perform multiple tasks in a complex working environment, accurately and efficiently
Property/casualty agent's license is to be obtained within 3 months following the probationary period
Preferred
College degree preferred
Insurance industry experience preferred
Benefits
Health Insurance
Life Insurance
Disability Insurance
Vision Insurance
401k
Paid Holidays
Paid Time Off
Company
Turner Insurance Agency Inc
Established in 1954, we are independent insurance agents and producers who represent several insurance companies so we can select the policies that best suit your needs.
Founded in 1954
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase