Webb Insurance Group · 3 weeks ago
Personal Lines Insurance CSR
Hudson, FL
Full-time
Onsite
Entry, Mid Level
$44K/yr - $44K/yr
2+ years expWebb Insurance Group is a small, client-focused independent insurance agency dedicated to providing personalized service and trusted insurance solutions. They are seeking a personable, detail-oriented insurance professional to assist clients with policy servicing, renewals, coverage questions, and new business opportunities.
Commercial InsuranceEmployee BenefitsFinancial ServicesInsurancePersonal FinanceProperty Insurance
Responsibilities
Establish relationships with current clients and future prospects, as needed
Provide prompt, accurate, and friendly client support via inbound calls, texts, and emails
Review and process policy changes, endorsements, and cancellations
Provide guidance to clients on personal lines coverages (home, auto, umbrella, etc.)
Quote and bind new business and cross-sell additional lines where appropriate
Monitor renewals and proactively reach out to clients for coverage reviews
Work closely with carriers to resolve underwriting issues
Develop insurance quotes based on client needs and follow up in order to make the sale
Maintain accurate records in the agency management system
Maintain a strong work ethic with a commitment to success
Qualification
Required
Candidates must have an active 4-40, 20-44 or 2-20 Insurance License
1 year of Personal Insurance experience is mandatory
Strong knowledge of personal lines products and underwriting guidelines
Excellent communication and organizational skills
Tech-savvy with ability to quickly learn agency systems (AMS, raters, carrier portals)
Passion for providing outstanding customer service and building relationships
Motivated to complete tasks and have a growth focused mindset
personal lines insurance: 2 years (Required)
Ability to Commute: Hudson, FL 34667 (Required)
Preferred
2-4 years of Personal Insurance experience preferred
Benefits
401(k)
Health insurance
Paid time off
Company
Webb Insurance Group
Webb Insurance Group provides a wide range of insurance services including homeowners, flood, auto, general liability, and surety bonds.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Laura Webb
President
Company data provided by crunchbase