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The Position
Job Title
Insurance Personal Lines Customer Service Agent
Job Description
SUMMARY
The primary role of a personal lines account manager is to assist our customers. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our sales agents.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
1. Service Personal Lines Book of Business
a. Endorsements
b. Billing/payments (monthly installments, questions & mortgage down payments)
c. Claims
d. Renewal Tracking
e. Cancellation tracking and process (pending and cancelled)
f. Underwriting issues on policies
2. Remarkets
3. Quote account rounds for existing PL business
4. Secondary in issuing PL New Business Policies
5. Backup for support and quoting new business
ADDITIONAL DUTIES AND RESONSIBILITIES
- Primary in answering incoming calls
- Distribute mail when needed
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
- College degree preferred
- Industry knowledge preferred
- Insurance License preferred
- Obtain and maintain applicable licensing
Technical/Functional Competencies
-
Proficient in PC operating systems o Microsoft office
- Carrier websites
- RightFax
-
Agency management system
- Comparative rater
- DocuSign
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
For Physical Requirements and Working Conditions see attached form.
All Locations:
Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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