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    Job Descriptions:
    CSR | Producer

    Job Descriptions

    Customer Service Representative

    Primary Role:

    • Provide service & marketing/placing expertise to assigned accounts.
    • Support agency & assigned producers by placing & processing new business & renewals.
    • Retain renewals through provision of quality service
    • Support sales objectives of the agency through cross selling, up selling, making inter departmental referrals & obtaining testimonials & referrals.

    • Property casualty personal lines product knowledge including coverages, underwiritng & rating
    • Good oral & written communication skills.
    • Technical & client relations expertise
    • Good organizational skills
    • Property casualty license required
    • Agency management system computer skills required. We use AMS360
    • College degree, CISR, ACSR, CIC, or CPCU preferred.

    • Perform all account transactions including applications, quotations, ID cards, endorsements, binders, claims, renewals, follow-up & correspondence.
    • Respond to client inquiries, incoming mail. & company requests.
      • Conduct annual coverage surveys & recommend/sell additional coverage and/or increases in limits.
    • Review new business, renewals, endorsements as needed to insure items are received as ordered.
    • Obtain expiration dates for additional policies & follow through to make sales of companion lines on all mono-line accounts.
    • Keep informed of new sales programs.
    • Sell new personal lines accounts within agency established underwriting guidelines.
    • Maintain client files on agency management system & use agency management system for all transactions.
    • Participate in educational seminars/classes for improvement of insurance/sales skills.
    • Maintain knowledge of current underwriting requirements of contracted insurance carriers.
    • Maintain knowledge of policy provisions and any changes in these provisions.
    • Perform special projects at management’s request.


    Licensed Insurance Broker
    (Personal and/or Commercial Lines)

    Must have current Arizona P&C Insurance License. Experienced Preferred.

    Sell Property& Casualty Insurance.

    BIG plus if you have a current book of business.

    • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    • Calculate premiums and establish payment method.
    • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    • Confer with clients to obtain and provide information when claims are made on a policy.
    • Contact underwriter and submit forms to obtain binder coverage.
    • Customize insurance programs to suit individual customers, often covering a variety of risks.
    • Develop marketing strategies to compete with other individuals or companies who sell insurance.
    • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
    • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
    • Monitor insurance claims to ensure they are settled equitably for client.
    • Perform administrative tasks, such as maintaining records and handling policy renewals, we use AMS 360.
    • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    • Select company that offers type of coverage requested by client to underwrite policy.
    • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, property, marine, farm, workers compensation, umbrella, bonds, homeowners, boat and more.

    • Generous commissions schedule new business and possibly renewals once vested
    • Virtual office - we do not have a specific retail space and you can work from home or on the road
    • In-house experienced agents to train and help with sales/service

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