Apply on Employer Site

Grimes Insurance Group, LLC · 8 hours ago

Customer Service Representative

Raleigh, NC

Full-time

Onsite

Entry, Mid Level

2+ years exp

Grimes Insurance Group, LLC is a locally owned Trusted Choice® independent insurance agency known for its fun, friendly, family work atmosphere. The Personal & Commercial Lines CSR is responsible for maintaining customer relationships by handling inquiries and concerns related to insurance coverage with professionalism and speed.

Insurance

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

Qualification

North Carolina PropertyCasualty licenseInsurance account managementInsurance product knowledgeCustomer focusTechnology proficiencyNorth Carolina Life licenseCommunication skillsProblem-solving skillsAttention to detailTime management

Required

Hold an active North Carolina Property and Casualty insurance license and have a minimum of two years personal and commercial lines insurance account management experience, as well as 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 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 including agency management systems