Commercial Lines Account Manager / CSR
Beal & Winn Insurance Agency
Full-time
On-site
Bryan, Texas, United States
The Customer Service Representative at Beal & Winn Insurance Agency, LLC is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
- Valid Texas property and casualty insurance license, and a minimum of two years of commercial lines experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
At Beal & Winn Insurance Agency, we have been serving the Brazos Valley and beyond since 1946. We specialize in all lines of personal and commercial insurance, as well as life and health products for your family or business.
While experienced enough to place and handle the most complex of risks, we consider our strength to be the personal service we pride ourselves on providing to our clients. Each of our clients is treated as an individual—not just initially, but on an on-going basis. Our objective is to offer our clients the best possible professional insurance service available.
Our goal is to have a family-style atmosphere and an enjoyable place to work. Come and join our team!