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Lake Forest

    Insurance Customer Service Rep - Lake Forest, United States - Dinjob

    Dinjob
    Dinjob Lake Forest, United States

    1 week ago

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    Description

    Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team This is not just a job its a mission. We want to reach and educate every one of our clients and make the insurance experience the best it can be. We promise to provide any and all the support that you need to be the best you can be

    Roles & Responsibilities: Include the following, however other duties may be assigned.

    Manage the renewal process for all Personal Lines clients & a small amount of Commercial clients

    Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)

    Cross-sell existing clients by converting commercial lines clients to personal lines clients and personal lines clients to commercial

    Handle all cancellation requests that come into the office and try to save clients.

    Provide client reviews to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.

    Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.

    Proactive calling on claims following our claims process

    Identifying opportunities to add value to the client experience

    Rewrite non renewals and cancellations

    Assist with incoming calls

    **Requirements**

    Must have a current P&C License

    Must have minimum of one year experience, servicing personal lines insurance products

    Excellent communication skills

    Ability to multi-task and high attention to detail

    Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

    **Preferred**

    Experience with multiple carriers

    Hawksoft Agency Management software experience

    **Benefits**

    $16-$20/Hour plus commission & bonuses

    Paid Time Off

    Group Health Benefits

    Simple IRA Company Match

    Great Work Environment

    Room For Growth

    **Agency Culture**

    We are dedicated to building a great team by having weekly lunches, quarterly fun days and getting involved in community events. Blackwell Insurance Agency is a member of the Lake Forest Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.

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