Wilson Insurance Services, Inc. is seeking a Personal Lines Customer Service Specialist for a full-time position. Knowledge of the insurance industry is required. An active N.C. Property & Liability Insurance License and prior experience working in agency environment is preferred. This position requires a high school diploma/GED, strong oral and written communication skills, data entry experience and a mature and accommodating disposition. The salary for the position is negotiable and will be determined at the time of hire.
If this describes you and you'd like more details about this position, please respond to this listing. A resume is highly preferred, but three-four paragraphs about you, as it applies to the position, will also be considered.
Job Type: Full-time
Salary: $40,000.00 to $75,000.00 /year
Responsibilities and Duties
A personal lines customer service agent is responsible for the following:
Service of Personal Lines Accounts (personal insurance for clients such as, but not limited to, personal automobile, homeowners, boats, umbrella policies, etc.) including policy updates, collection of premium, and claims filing
Familiarity with company guidelines, underwriting terms, and ability to navigate carrier web portals
Ability to meticulously document client interactions on our CRM Platform (Agency Management System)
Knowledge of personal lines coverages, terms, and procedures
Maintain rapport with clients and company underwriters
Actively re-underwrite client accounts.
Cross-sell new and additional policies and solicit other types of insurance
Qualifications and Skills
High School Diploma/GED - Required
Knowledge of Insurance Industry - Required
Prior Insurance Agency Experience - Preferred
Benefits
100% Employee Only Health Insurance Coverage Provided
Participation in Employee Retirement Savings Plan with 2% Annual Match of Salary Guaranteed
Enrollment in Group Disability & Life Insurance Plan
Work Location:
One location
Work Remotely:
Yes - Hybrid office/work-from-home options are possible once our 90-day training program is completed successfully. Work from home is earned by proving competency in our office setting.