Personal Lines CSR - Fort Bragg, CA

Customer Services Rep /Account Manager within the Personal Lines Department your duties are key to the agency's success This position will assist in servicing insurance policies providing quotes issuing certificates etc A previous background in P&C insurance is preferred but not required We will train candidates new to the industry You will learn to provide customer support by talking with customers posting payments answering phones while processing changes assisting with collection of premiums and reconciling accounts Support Account Managers with special projects and client development Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry Requirements One must possess strong customer service skills and attention to detail Duties And Responsibilities Include Accurately maintain all customer information in the computer management system Take claim information collect premiums submit the proper documents to the company and verify that documents received from the company are correct Learn be proficient and knowledgeable of various company products Speak with customers and company personnel on phone or person during office visits respond all correspondence Issue proper insurance verification documents insured auto id certificates etc Once licensed you provide additional Personal lines support where receive insurance customer service training mentored agencies manager Develop existing accounts attempting provide additional coverages existing policies add additional lines business cross sell Assist agency developing business providing accurate quotes timely manner prepare proposals complete required forms requests Qualifications Strong written verbal communication skills Detail oriented excellent follow through Demonstrable experience Windows Outlook Word Excel Excellent keyboarding skills overall computer skills Ability organize prioritize self manage workload digital workflows Confident outgoing Prior business office support experience plus High School Diploma Benefits Lincoln-Leavitt has long local history ownership affiliation Leavitt Group one nation s largest privately-owned insurance agency brokers Being member team offers competitive hourly rate opportunities growth full benefits package includes.

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