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First Insurance Agency of The Hill Country · 4 days ago

Commercial Lines Account Manager Client Manager CSR

Kerrville, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

First Insurance Agency of The Hill Country is seeking a Customer Service Representative to maintain solid customer relationships by handling inquiries and concerns with speed and professionalism. The role involves providing service to existing clients, managing insurance policies, and collaborating with team members to ensure customer satisfaction.

Auto InsuranceCommercial InsuranceInsurance

Responsibilities

Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation

Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims

Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary

Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals

Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation

Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution

Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed

Qualification

Insurance licenseInsurance account managementInsurance productsCustomer focusCommunication skillsTime managementMulti-taskingTechnology proficiencyAttention to detailProblem-solving

Required

Hold the insurance license required by your state and have a minimum of two years of insurance account management experience as well as a Bachelor's Degree or comparable work experience

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects

Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations

Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision

Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation