Now Hiring - Insurance Agent/Customer Service Rep in Greenville, MS

Personal Lines Customer Solutions Representative

Level within Organization: Sales, Service and Support
Requirements for the Role: (Licensed in P&C or Unlicensed)

· Experience preferred but not required.

· License not required but preferred.

· Competitive Annual Salary based on experience.

· Must be able available to work during normal business hours and potentially outside normal business hours.

· Must be able to learn fast, multitask and adopt change.

· This team is often the face of our agency.

· Must have excellent phone and customer service skills.

· Must be open to coaching and willing to work with continuous improvement plans.

Job Responsibilities:

· Interact and service our customers via the phone and in person visits.

· Capture documentation of customer interaction on our agency management system.

· Process incoming mail to the agency.

· Create and maintain customer files/contact notes.

· Follow up with trailing documents and underwriting requests for customers.

· Take customer payments for all carriers.

· Set clients up with on-line account for self-service.

· Set clients up with text messaging on billing accounts.

· Work on special projects for agency as assigned.

· Various other administrative duties.

Personal Lines Account Manager: (Licensed Insurance Agent)

Requirements for the Role:

· Experienced preferred

· Must be able to learn fast and multitask and adopt to change.

· Must have excellent phone and customer service skills.

· Licenses required: P&C required; L&H preferred.

· Completion of Sales Training

· Completion of Product Training

· Completion of Agency Management System Training

· Must be able available to work during normal business hours and potentially outside normal business hours.

· Must be open to coaching and willing to work with continuous improvement plans.

Job Responsibilities

· Will work call in quotes, internet leads, re-quotes for existing book and book rolls.

· Will cross sell current book.

· Maintain Agency Retention by running renewal lists in Agency Management System

· Contacting Clients for Policy Reviews, Premium Changes and Cross Selling Opportunities

· Handle customer claims and be the interface with the carrier when necessary.

· Will be expert on billing for all carrier systems.

· Create and maintain customer files/ contact notes.

· Follow up with trailing documents / underwriting requests.

· Take phone payments / walk in payments for all carriers,

· Certificate of Liability requests

· Customer Interface for walk in customers related to new business quoting.

· Set clients up with on-line account for self-service with Nat Gen & Prog, Standard carriers do that themselves with us providing email.

· Set clients up with text messaging on billing accounts and CSR24.

· Work on special projects for Agency assigned by leadership team.

· Handle other various administrative duties.

Job Type: Permanent

Pay: $26,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

COVID-19 considerations:
Covid-19 has impacted the way we handle business. We do follow the state guidelines for the CDC and want to limit interaction especially with groups of more than 8 people. We are working with our staff and associates to stay safe during this time.

Experience:

• Sales Experience: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person