Insurance CSR

Position Summary: 

The CSR is responsible for customer service and sales of insurance products to existing and new clients.  A CSR supports the agents by handling details and performing administrative tasks related to insurance sales.  Our successful candidate is a team-player with basic sales and customer service experience; excellent phone and face-to-face communication; a penchant for detail and organization; and a knack for multi-tasking, juggling priorities and problem-solving.   As you learn each phase of the business, the financial rewards will increase.

Job Responsibilities:

·        Develop agency relationship with existing clients

·        Actively solicit expiration dates from new clients and assist with service of existing accounts

·        Underwrite, rate and properly place new lines of business

·        Keep agent informed of new account activity.

·        Maintain timely and accurate client records, keep updated at all times and generate reports as required by Supervisor or other agency staff

·        Handle inbound and initiate outbound telephone calls to new and existing clients.

·        Other related activities as assigned 

Qualifications:

·        Must be highly organized, detail-oriented, able to maintain a disciplined daily calendar and task list in a multi-tasking environment. 

·        Must be bondable and have clean driving record, background check required

·        Competency with computers and office equipment, familiarity with MS-Office and Internet

·        Full-time position requires work in office M-F, Day hours

·        Insurance PC License is a plus!

·        Must enjoy phone and face-to-face communication with people

Please contact Diane Blau @ d.blau@proaltco.com