Personal Lines Customer Service Agent
Independent Insurance Agents of North Carolina, Inc. (IIANC)
full-time
Posted on:
Location Type: Hybrid
Location: Cary • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $40,000 - $60,000 per month
Job Level
JuniorMid-Level
About the role
- Maintain solid customer relationships by handling inquiries and concerns
- Present policy options and quote calculations to customers
- Analyze questions and concerns from insureds or producers
- Process incoming email and phone requests
- Solicit additional data and explain underwriting decisions
- Perform risk assessments and recommend modifications of coverage
- Document electronic files accordingly
- Review, evaluate, and issue new business policies
Requirements
- Hold the insurance license required by NC
- Minimum of two years personal lines insurance CSA experience
- Strong knowledge of insurance products and usages
- Strong customer focus and excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills
- Ability to handle difficult customer phone calls
- Strong sense of urgency and attention to detail
- Technology and computer proficiency including agency management systems.
Benefits
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Professional Development
- Job Stability in a growing industry
- Paid PTO
- Flexible work from home options available.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
risk assessmentunderwritingpolicy evaluationcoverage modificationinsurance product knowledgecustomer servicedata analysismath skillsreading skills
Soft skills
customer focuscommunication skillsphone mannerattention to detailability to handle difficult callssense of urgency
Certifications
insurance license