Personal Lines CSR/Account Manager , Altoona, PA
Full Time
Altoona, PA 16601
Posted
Job description
The
Leavitt Group's affiliate,
Webber Advisors
in Altoona, PA is looking to add new talent to their Personal Lines team.
Job description
Becoming a Team member of Webber Advisors introduces you to a career with virtually unlimited possibilities. Our unique corporate culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. With Webber Advisors you will get the training, the mentoring, and the tools you need to succeed.
Job Description
Personal Lines Account Manager are the cornerstone of the personal line's services team. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to: adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.
Responsibilities and Duties
Personal Lines Account Manager/ CSR's will handle customer service requests in a professional and knowledgeable manner. They will determine all impacts/needs associated with the service request, including impacts to other coverage’s or policies. During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk. You will support your book of business by finding opportunities to enhance the client relationship and retain business. The Account Manager will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy. They will maintain effective and timely follow-up systems and verify transactions with customers. They will effectively utilize technology to perform assignments and requests. Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively. Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned. In addition to inbound service calls, the Account Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Job Requirements/Competencies
Licensed Required in respective State
- 2 + years Agency experience preferred
- Excellent verbal and written communication skills
- Detail oriented and able to maintain compliance standards.
- Must be dependable, provide timely response, and complete work activities.
Benefits
Webber Advisors offers a competitive hourly wage between ($ 16.82 -$20.00 hr.)
Attractive Benefits package, including 401k with company matching- Health Plan through UMR a United Healthcare company
- Vision, Dental, FSA, & Life Insurance
- Paid time off (vacation & sick time)
- A Wellness program that allows you to earn dollars toward your HSA Account
Qualified candidates are encouraged to apply!
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