Personal Lines CSR

Athens

Personal Lines CSR ================== **Department:**Insurance \& Financial Services **Employment Type:**Full Time **Location:**Alabama **Compensation:**$50,000 - $65,000 / year ### Description This position is responsible for providing assistance to producers in handling and processing of new and renewal business, as well as providing in-house customer service to clients as assigned and requested. ### Key Responsibilities * Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log. * Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. * Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client. * Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary. * Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. * Be familiar with and follow agency E\&O guidelines. * Maintain electronic and/or paper files in an orderly, up-to-date manner. * Perform special projects at management's request. ### Skills, Knowledge and Expertise Looking for an industry experienced customer service representative/account manager. Ohio insurance license preferred but not required. Must be a self-starter with good communication skills, both verbal and written. Experience level: 2 years (preferred but not required) ### Benefits * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Life insurance * Paid time off * Vision insurance