Personal Lines Account Executive

Position Summary

The Customer Service Representative (CSR) is responsible for servicing a designated group of customers, providing support to producers as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required. The primary line of business is Property and Casualty.

Primary Responsibilities and Duties

• Service a designated group of customers, manage and process customer requests including changes to policies; review billings.
• Provides quotes, proposals, and bind coverage as needed according to insurer guidelines.
• Coordinates processing of the necessary documents with office staff.
• Provides support to producers: The CSR should be responsive to customer inquiries and requests, in order to foster new-business opportunities (including by identifying cross‑selling opportunities), maintaining customer relationships and building customer loyalty.
• Reviews assigned policies to determine if additional coverages should be solicited prior to renewal.
• Conducts periodic service calls for designated customers.
• Documents all conversations with customers and/or insurers relative to exposures and coverages.

Secondary Responsibilities and Duties

• Is diligent when interacting with customers, and in processing all coverage modifications in a timely manner to ensure customer satisfaction and prevent E&O exposure.
• Able to work independently with minimal supervision.
• May be expected to attend industry‑specific seminars and training, as needed.
• Other duties, as assigned.

Knowledge, Skills & Abilities

• Excellent customer service skills.
• Performs duties by complying with agency’s established procedures.
• Good working knowledge of computer office software.
• Excellent oral and written communication skills.
• Excellent interpersonal and analytical skills.

Qualifications

Education: High school diploma/GED required, business/insurance degree preferred.

Experience: Insurance experience a plus, but not required.

Specialized Skills, Knowledge or Licensure: Possess or pass the requirement to be a licensed Property & Casualty insurance producer in the state of Pennsylvania.

Continuing Education/Training: as required by applicable statutes and regulations.

Pay

From $40,000.00 per year

Benefits

• 401(k) matching
• Paid time off

Work Location

In person