Personal Lines CSR / Account Manager

Our Client
Phoenix, AZ

• Full-time

• Health insurance

• Dental insurance

• Paid time off

• Microsoft Word

• Microsoft Excel

• Microsoft Outlook

• Customer service

• Microsoft Office

• High school diploma or GED

• Insurance Producer License (P&C License Required)

Provide full-service customer account support for insurance agency prospective and existing clients. Other functions may be assigned as business conditions change. Ensure customer satisfaction by performing the following duties:

• Enter new client and policy information into system.

• Communicate with clients over the phone, email, text, mail, fax, and in person.

• Modify client and policy information in system as necessary.

• Update information for renewal policies.

• Provide letters to clients.

• Create and electronically transmit certificates of insurance upon request (i.e. fax/email).

• Follow up on insurance claims as appropriate.

• Request quote for policy renewals from insurance company and provide to agent/client.

• Rate policy quotes (agency-based/web-based software).

• Take claim information from clients and process timely.

• Complete all necessary forms as required by insurance companies.

• Complete daily assignments as directed by management.

• High school diploma or general education degree (GED).

• Two years of Personal Lines insurance experience preferred.

• Must have a resident P&C Producer License.

• Knowledge of MS Office (Word, Excel, Outlook).

• Experience with AMS360 is preferred.

• Commission opportunities with significant earning potential.

• Opportunity for upward mobility.

• Health Insurance

• Dental Insurance

• Paid Time Off

• Sick Leave

• Full-time

• 8-hour Day Shift

In Person - Phoenix, AZ

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.