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Personal Lines CSR/Account Manager

Company: Phoenix Insurance Group
Location: Chester
Posted on: January 15, 2022

Job Description:

Job Summary:
-Manage and service a book of personal lines business.
-Work with a personal lines producer(s) and personal lines assistants in handling all the inside service work associated with the client's program, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and booking policies.
-Knowledge of basic insurance products and pricing tools are essential.

Responsibilities include:
---Assists in the production of new personal lines accounts and the retention of renewing personal lines accounts.
---Secures and submits required renewal underwriting information.
---Processes change requests for auto ID cards, change confirmations and customer requested cancellations.
---Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contact.
---Actively seeks referrals from current client base to solicit for new business prospects.

---Valid New Jersey P & C Producer License
---2 - 5 years experience
---Friendly, professional and courteous manner
---Excellent phone skills
---Ability to handle multiple tasks and projects
---Excellent verbal and written communication skills

Excellent organizational and time management skills
---Self Motivated

Computer Skills & Requirements:
Computer skills are necessary (the office is paperless)
---Windows XP
---Applied Systems / Epic
---PL Rater

Pay and Benefits

$35,000.00 - $45,000.00 per year
Benefits: 401(k), Dental insurance, Health insurance, Paid time off, Paid training, Vision insurance

Keywords: Phoenix Insurance Group, Newark , Personal Lines CSR/Account Manager, Executive , Chester, New Jersey

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