Licensed Insurance CSR jobs in United States
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Kastner Insurance Group · 9 hours ago

Licensed Insurance CSR

Kastner Insurance Group is a performance-driven insurance brokerage that focuses on delivering exceptional customer service to high-performing professionals. They are seeking a Licensed Customer Service Representative to manage client interactions, build relationships, and ensure client needs are met effectively.

Auto InsuranceCommercial InsuranceLife InsuranceProperty Insurance
Hiring Manager
Levi A. Kastner, CWCA
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Responsibilities

Attend and actively participate in weekly Monday meetings at 8:30 AM CST
Independently manage the flow of and respond promptly to incoming requests via phone, email, or carrier portals
Maintain day-to-day client and agency files with proper records, according to KiG's procedures, to satisfy internal and external auditing requirements
Think critically and challenge vague underwriting responses. We don’t rubber-stamp carrier decisions
Build rapport and trust with every client interaction
Proactively identify and cross-sell additional coverage during service and renewal touchpoints
Maintain a strong work ethic with a total commitment to success every day
Display the capacity to be an independent learner through seeking out training to improve your knowledge base and possesses superior product knowledge
Candidly collaborate with underwriters and clients to intimately understand risk exposures
Bring new knowledge to KiG team members
Inform KiG members of training webinars or blogs you find that benefit all to participate in
Provide feedback to management on areas of improvement within the organization as well as presenting ideas on how to improve

Qualification

Louisiana P&C licenseEZLynxHubSpotGoogle EnterpriseProactive troubleshootingEffective communicationCritical thinkingAttention to detail

Required

Current Louisiana P&C license is required
Strong, effective communication skills
Ability to operate independently
Critical thinking skills
Ability to act with urgency
Strong organization and attention to detail
Proactive troubleshooting skills
Capacity to be an independent learner
Commitment to success every day

Preferred

Experience with EZLynx
Experience with HubSpot
Experience with Vonage
Experience with Google Enterprise

Company

Kastner Insurance Group

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Kastner Insurance Group provides auto, life, home, flood, and commercial insurance services.

Funding

Current Stage
Early Stage

Leadership Team

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Toby Thimmesch
Partner
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Company data provided by crunchbase