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Insurance Rep

CEA Professional Services

This is a Full-time position in Charlotte, NC posted November 25, 2022.

Insurance Rep
Job Description:
The Personal & Commercial Lines CSR at CEA Professional Services, 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.
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, processrenewals and/or cancel accounts, take payments, and provide requested documentation.
– All other related activities to an insurance agency environment.
– Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Qualifications:
– Fully Bi-lingual English-Spanish.
– Not insurance license required, but to have some personal and commercial lines insurance account management experience, 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 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.
– Technology and Computer proficiency, preferrable with knowledge of agency management systems, but not required.
Benefits/Perks
– Pay based on experience and/or learning confidence (Pay per hour is between 12 – 15)
– Bonuses at company discretion
– Professional Development
– Job Stability in a growing industry (Job Hours are 9:00 AM to 5:30 PM, M-F)
For consideration send your Resume to: ————–@———-.—
Associated topics: auto, bodily, claim adjuster, damage, fraud, insurance, insurance adjuster, investigate, liability, title examiner