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Allen Tate Insurance Services, LLC
Charlotte
Job Description Job Description Job Description The Personal Lines Producer at Allen Tate Insurance Services, LLC is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales. Responsibilities: Identify, qualify, and develop personal insurance oppo
Job Source: Allen Tate Insurance Services, LLCMain Street Insurance Group
Charlotte
Job Description Job Description About Us With roots that date back to 1898, Main Street Insurance Group has been in business for over 125 years. During that time, we’ve grown through partnerships with exceptional individuals and insurance agencies based in Charlotte, Forest City, Tryon, and Fletcher, NC; as well as Augusta, GA. Togethe
Job Source: Main Street Insurance GroupTowneBank
Charlotte, NC, United States
The Personal Lines Team Leader for the bilingual team has supervisory responsibilities over an account manager team, which provides superior professional service and insurance solutions to new and existing clients. Answers telephone calls in Spanish/English from insured customers inquiring about endorsement requests, cancellations, remarkets/rewrit
Job Source: TowneBankHUB International
Charlotte
**ABOUT HUB INTERNATIONAL:** HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North Ameri
Job Source: HUB InternationalIndependent Insurance Agents of North Carolina
Charlotte, NC, United States
Personal Lines Customer Service Representative Trainee with superior sales, customer service, organization, communication skills. Relationship builders who enjoy selling, handling customer inquiries and concerns with speed, professionalism, and strong attention to detail want to interact daily with customers, carriers, and fellow employees while
Job Source: Independent Insurance Agents of North CarolinaLaurie Insurance Group
Charlotte
Job Description Job Description Join an award-winning agency! We continue to grow with our great team and now have 12 locations! We are looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer servi
Job Source: Laurie Insurance GroupThe Hartford
Charlotte
Dir Data Engineering - GE06AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is seeking a Director and Da
Job Source: The HartfordIndependent Insurance Agents of North Carolina
Charlotte, NC, United States
Job Description The Personal & Commercial Lines CSR 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 m
Job Source: Independent Insurance Agents of North CarolinaHuntersville, NC, United States
Job Description: The Agency is seeking an experienced Personal Lines CSR. The successful candidate will be responsible for maintaining solid client relationships with personal lines clients by handling insurance coverage inquiries and concerns with speed and over the top professionalism.
The candidate will interact daily with clients, insurance carriers, and fellow employees while conducting specific service and marketing activities.
The ideal candidate will have Personal insurance industry experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills.
The candidate must:
• Answer client calls and correspondence regarding new or existing insurance policies.
• Work with prospects to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.
• Set appointments and/or client calls to review existing policies, explore coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Work with clients to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, arrange payment options, and provide requested documentation.
• Process Certificates and Evidence of Insurance as requested
• Resolve product or service issues by clarifying the client's concerns; 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 all records of client interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.
• Participate in agency marketing activities, networking, meet with carriers, attend CE sessions and other agency functions.
The candidate will:
• Hold the insurance license required in North Carolina (or willingness to obtain)
• Have experience using Agency Management Software, along with basic technology and computer proficiency with Microsoft suite of products.
• Have 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 client and prospects.
• Demonstrate strong client focus, people orientation, and written and verbal communication skills.
• Display a positive, helpful attitude to help create a friendly environment for clients and co-workers.
• Be a self-starter with excellent time management skills with a personal accountability mindset.
• Possess excellent math and reading skills to accurately perform simple calculations.
• Have strong attention to detail, organization, multi-tasking, and follow up skills.
• Have the ability and tact to handle difficult client phone calls and solve complex problems without direct supervision.
Qualified applicants are invited to send resumes along with interest to:
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice!
IIANC's members are Trusted Choice® independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Personal Lines Client CSR jobs in Huntersville, NC, United States
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