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Jobs at Tillman Insurance Advisors (Now Hiring) — 1 open

Tillman Insurance Advisors

Personal & Commercial Lines Customer Service Representative

Charlotte, North Carolina, United States · On-site

$48k–$60k/yr

Mid level

Benefits: 401(k) 401(k) matching Paid time off Training & development Opportunity for advancement Job Description The Personal & Commercial Lines CSR at Tillman Insurance Advisors is responsible for maintaining solid cus…

Skills: Customer Service, Account Management, Insurance Underwriting, Claims Processing, Policy Binding

Personal & Commercial Lines Customer Service Representative

Tillman Insurance Advisors

Charlotte, North Carolina, United States • On-site

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Mid level

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  • $48k–$60k/yr
  • Full-time
  • professional certificate
  • 401(k), 401(k) Matching, Paid time off, Training & development, Opportunity for advancement, Competitive pay
  • Posted 10d ago
  • ~40 hrs/week

Responsibilities

Manage personal and commercial insurance lines by handling inquiries, processing renewals, and binding new coverage. Maintain strong client relationships and resolve service issues while actively soliciting coverage increases.

Requirements

Requires a valid state insurance license and at least three years of experience in personal and commercial lines account management. Must possess strong knowledge of insurance products, underwriting procedures, and proficiency in agency management systems.

Full job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Paid time off
  • Training & development
  • Opportunity for advancement
Job Description
The Personal & Commercial Lines CSR at Tillman Insurance Advisors is responsible for maintaining solid customer relationships by handling personal and commercial 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.
  • 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.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.
Qualifications
  • Hold the insurance license required by your state and have a minimum of three years personal and commercial lines insurance account management 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 and 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.
  • Bilingual in Spanish is a plus.
  • Technology and Computer proficiency including agency management systems.

Related keywords

Personal Lines InsuranceCommercial Lines InsuranceInsurance LicenseUnderwritingPolicy ReviewClaims HandlingAgency Management SystemLiability LimitsReplacement CostsBinding CoverageInsurance RatingCustomer Relationship Management

About Tillman Insurance Advisors

LinkedInVisit site

We help you get exactly what you need. We don't do cookie cutter. Why? YOU'RE not a cookie. We customize plans for YOU.

Industry
Insurance
Company size
2-10 employees
Founded
2010
Headquarters
Charlotte, North Carolina
LinkedIn followers
104

Tillman Insurance Advisors – WE ARE DIFFERENT from other insurance agencies. We are women and most are fluent in Spanish. So language is not going to be a barrier. We explain the complicated and confusing. We're really good at SIMPLIFYING things. We have multiple partner companies so you have OPTIONS. We don't do cookie cutter, because YOU'RE not a cookie. You are a family, business or business owner. We get to know you and customize a plan. So you can count on getting exactly what you need.

Offices: 8440 Rea Rd, Ste P, Charlotte, North Carolina 28277, US · 6407 L SOUTH BLVD, Charlotte, NC 28217-, US

Business InsuranceWorkers CompensationGeneral LiabilityHome InsuranceAuto InsuranceRenters InsuranceRestaurant InsuranceContractor InsuranceErrors and Omissions InsuranceSpanish Speaking
View all jobs at Tillman Insurance Advisors

About Tillman Insurance Advisors

LinkedInVisit site

We help you get exactly what you need. We don't do cookie cutter. Why? YOU'RE not a cookie. We customize plans for YOU.

Industry
Insurance
Company size
2-10 employees
Founded
2010
Headquarters
Charlotte, North Carolina
LinkedIn followers
104

Tillman Insurance Advisors – WE ARE DIFFERENT from other insurance agencies. We are women and most are fluent in Spanish. So language is not going to be a barrier. We explain the complicated and confusing. We're really good at SIMPLIFYING things. We have multiple partner companies so you have OPTIONS. We don't do cookie cutter, because YOU'RE not a cookie. You are a family, business or business owner. We get to know you and customize a plan. So you can count on getting exactly what you need.

Offices: 8440 Rea Rd, Ste P, Charlotte, North Carolina 28277, US · 6407 L SOUTH BLVD, Charlotte, NC 28217-, US

Business InsuranceWorkers CompensationGeneral LiabilityHome InsuranceAuto InsuranceRenters InsuranceRestaurant InsuranceContractor InsuranceErrors and Omissions InsuranceSpanish Speaking
View all jobs at Tillman Insurance Advisors

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