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Jobs at The L.N. Davis Insurance Agency (Now Hiring) — 1 open

The L.N. Davis Insurance Agency

Personal Lines Customer Service Representative

Waynesville, North Carolina, United States · On-site

$18/hr–$25/hr

Mid level

Job Description The Personal Lines CSR at L.N. Davis Company is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism…

Skills: Customer Service, Insurance Account Management, Underwriting Procedures, Rating Procedures, Policy Binding

Personal Lines Customer Service Representative

The L.N. Davis Insurance Agency

Waynesville, North Carolina, United States • On-site

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Mid level

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  • $18/hr–$25/hr
  • Full-time
  • bachelor degree
  • Competitive Pay, Professional Development, Job Stability
  • Posted 2d ago
  • ~40 hrs/week

Responsibilities

The role involves managing personal lines insurance inquiries, processing renewals, and binding new coverage for clients. It also requires maintaining customer relationships and resolving service issues through daily interaction with carriers and policyholders.

Requirements

Candidates must hold a state-required insurance license and have at least two years of personal lines account management experience. A bachelor's degree or equivalent work experience is required along with proficiency in agency management systems.

Full job description

Job Description
The Personal Lines CSR at L.N. Davis Company is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
Responsibilities
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
  • Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Actively solicit increases in coverage or rounding out accounts at every service contact.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
Qualifications
  • Hold the insurance license required by your state and have a minimum of two years personal lines insurance account management experience as well as hold a Bachelor’s Degree or comparable work experience.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
  • Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
  • Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
  • Technology and Computer proficiency including agency management systems.

Related keywords

Personal Lines InsuranceInsurance LicenseAgency Management SystemUnderwritingPolicy BindingClaims ProcessingCustomer Relationship ManagementLiability LimitsReplacement CostsInsurance Rating

About The L.N. Davis Insurance Agency

LinkedInVisit site

Providing insurance service to Western North Carolina and beyond since 1933. Home • Auto • Life • Business • RV • Event

Industry
Insurance Agencies and Brokerages
Company size
2-10 employees
Founded
1933
Headquarters
Waynesville, North Carolina
LinkedIn followers
6

We are a fourth-generation family-owned independent insurance agency, providing full-service insurance products to the Western North Carolina region and beyond since 1933. Our insurance product line includes: Home • Auto • Life • Business • RV • Event • Bonds • Flood

Offices: 143 N. Main St,, Waynesville, North Carolina 28786, US

View all jobs at The L.N. Davis Insurance Agency

About The L.N. Davis Insurance Agency

LinkedInVisit site

Providing insurance service to Western North Carolina and beyond since 1933. Home • Auto • Life • Business • RV • Event

Industry
Insurance Agencies and Brokerages
Company size
2-10 employees
Founded
1933
Headquarters
Waynesville, North Carolina
LinkedIn followers
6

We are a fourth-generation family-owned independent insurance agency, providing full-service insurance products to the Western North Carolina region and beyond since 1933. Our insurance product line includes: Home • Auto • Life • Business • RV • Event • Bonds • Flood

Offices: 143 N. Main St,, Waynesville, North Carolina 28786, US

View all jobs at The L.N. Davis Insurance Agency

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