Personal Lines CSR

This is a remote role in Minnesota but the right candidate will need to travel to Alexandria MN for training.

We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance.

 

The Personal Lines CSR provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As a CSR, you can directly affect and control our clients’ experience.

• Work with Agency Principal, Producers, and Team Members

• Order policies and issue documentation, certificates, and binders as needed

• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients

• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships

• Bind coverage for new clients

• Experience working for an independent insurance agency

• Experience servicing/quoting/marketing personal lines  insurance with multiple carriers, and wholesalers

• Minimum of 2 years of experience as a Personal Lines CSR/Account Manager

• Must be able to multitask and handle a heavy workload with minimal supervision

• Effective communicator (verbal and written)

• Insurance designation (Preferred)