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Posted : Thursday, August 29, 2024 11:17 PM
The Mid-State Group
*Personal Lines Customer Service Rep*
*Department: *
*Job Status: *Full Time
*FLSA Status: *Non-Exempt
*Reports To: *Michele Davis
*Grade/Level:*
*Amount of Travel Required: *Less than 5%
*Work Schedule:*
*Positions Supervised:*
Monday - Friday 8-5
None
*POSITION SUMMARY*
Market, Structure & Sell and Manage personal insurance programs such as Homeowners, Personal Auto, Dwelling Fire, Personal Umbrella liability, Flood, Life, etc.
*ESSENTIAL FUNCTIONS* *Reasonable Accommodations Statement* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
*Essential Functions Statement(s)* * Quote, sell and prepare proposals for all lines of coverage associated with Personal Lines new and renewal directly as agent or in assistance with Producer.
* Obtain all necessary information to complete applications.
* Follow procedures to write a minimum of two lines of business for each client.
* Be involved in active account development program to round out all clients such as business, life, disability, etc.
* Know the underwriting and rating procedures for each company.
Provide companies with any information requested in a timely manner.
* Meet with clients to discuss and advise them on their insurance needs or concerns.
* Assist agency with collections of premiums and proper recording in agency management system.
* Process daily mail for assigned accounts.
* Process cancellations and endorsements as requested.
* Complete and submit change requests on company websites or on company system.
* Process telephone requests for assigned accounts.
* Accurately document all conversations, changes, revisions, etc.
necessary in the agency management system for prevention of errors and omissions claim.
* Review Company produced policies and endorsements for accuracy.
* Maintain your pending activities in the agency management system in a timely manner.
* Keep Producers informed of activity of insured as warranted.
* Process claim reports and system claims information as required.
Assist clients and claimants in whatever it takes to settle their claim.
* Assist or train other CSR’s as needed.
* Review all applications, renewal requests and endorsements for compliance with agency guidelines.
Re-underwriting is a daily task and should be done continuously.
* Maintain a current level of knowledge on rated, forms and coverage changes that apply to your division.
* Participate in seminars and classes for skill and knowledge development.
* Review non-standard policies annually for eligibility for standard policy type.
* Review renewal each year for accuracy and possibility of additional coverage’s and or re-underwriting.
* Perform additional duties as assigned.
*POSITION QUALIFICATIONS* *Competency Statement(s)* * Relationship Building - Ability to effectively build relationships with customers and co-workers.
* Team Builder - Ability to convince a group of people to work toward a goal.
* Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
* Accountability - Ability to accept responsibility and account for his/her actions.
* Ambition - The drive to achieve personal advancement.
* Communication, Oral - Ability to communicate effectively with others using the spoken word.
* Communication, Written - Ability to communicate in writing clearly and concisely.
* Detail Oriented - Ability to pay attention to the minute details of a project or task.
* Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
* Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
* Judgment - The ability to formulate a sound decision using the available information.
* Organized - Possessing the trait of being organized or following a systematic method of performing a task.
* Self Confident - The trait of being comfortable in making decisions for oneself.
* Sales Ability - Ability to use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea.
* Self Motivated - Ability to be internally inspired to perform a task to the best of ones ability using his or her own drive or initiative.
*SKILLS & ABILITIES* *Education : *HS Diploma or equivalent *Experience : *One to two years related experience *Computer Skills* Must be proficient in Microsoft Word, Excel, and have the ability to learn other computer programs quickly.
*Certificates & Licenses* P&C License *Other Requirements* P&C Virginia Insurance License *PHYSICAL DEMANDS* *Physical Demands* *Lift/Carry* Stand F (Frequently) Walk F (Frequently) Sit F (Frequently) Handling / Fingering N (Not Applicable) Reach Outward O (Occasionally) Reach Above Shoulder O (Occasionally) Climb O (Occasionally) Crawl N (Not Applicable) Squat or Kneel O (Occasionally) Bend O (Occasionally) 10 lbs or less N (Not Applicable) 11-20 lbs O (Occasionally) 21-50 lbs N (Not Applicable) 51-100 lbs N (Not Applicable) Over 100 lbs N (Not Applicable) *Push/Pull* 12 lbs or less O (Occasionally) 13-25 lbs N (Not Applicable) 26-40 lbs N (Not Applicable) 41-100 lbs N (Not Applicable) *N (Not Applicable)* Activity is not applicable to this occupation.
*O (Occasionally)* Occupation requires this activity up to 33% of the time (0 - 2.
5+ hrs/day) *F (Frequently)* Occupation requires this activity from 33% - 66% of the time (2.
5 - 5.
5+ hrs/day) *C (Constantly)* Occupation requires this activity more than 66% of the time (5.
5+ hrs/day) *Other Physical Requirements* Vision (Near, Distance, Color, Peripheral, Depth Perception) *WORK ENVIRONMENT* Office (Air-Controlled Facility) Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off Supplemental pay types: * Bonus opportunities * Commission pay Weekly day range: * Monday to Friday Work setting: * In-person * Office Application Question(s): * Do you have experience in Applied EPIC? If so, please indicate how many years of experience you have.
Experience: * Personal Lines: 1 year (Required) * Commercial Lines Insurance: 1 year (Preferred) License/Certification: * Property & Casualty License (Required) Work Location: In person
*ESSENTIAL FUNCTIONS* *Reasonable Accommodations Statement* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
*Essential Functions Statement(s)* * Quote, sell and prepare proposals for all lines of coverage associated with Personal Lines new and renewal directly as agent or in assistance with Producer.
* Obtain all necessary information to complete applications.
* Follow procedures to write a minimum of two lines of business for each client.
* Be involved in active account development program to round out all clients such as business, life, disability, etc.
* Know the underwriting and rating procedures for each company.
Provide companies with any information requested in a timely manner.
* Meet with clients to discuss and advise them on their insurance needs or concerns.
* Assist agency with collections of premiums and proper recording in agency management system.
* Process daily mail for assigned accounts.
* Process cancellations and endorsements as requested.
* Complete and submit change requests on company websites or on company system.
* Process telephone requests for assigned accounts.
* Accurately document all conversations, changes, revisions, etc.
necessary in the agency management system for prevention of errors and omissions claim.
* Review Company produced policies and endorsements for accuracy.
* Maintain your pending activities in the agency management system in a timely manner.
* Keep Producers informed of activity of insured as warranted.
* Process claim reports and system claims information as required.
Assist clients and claimants in whatever it takes to settle their claim.
* Assist or train other CSR’s as needed.
* Review all applications, renewal requests and endorsements for compliance with agency guidelines.
Re-underwriting is a daily task and should be done continuously.
* Maintain a current level of knowledge on rated, forms and coverage changes that apply to your division.
* Participate in seminars and classes for skill and knowledge development.
* Review non-standard policies annually for eligibility for standard policy type.
* Review renewal each year for accuracy and possibility of additional coverage’s and or re-underwriting.
* Perform additional duties as assigned.
*POSITION QUALIFICATIONS* *Competency Statement(s)* * Relationship Building - Ability to effectively build relationships with customers and co-workers.
* Team Builder - Ability to convince a group of people to work toward a goal.
* Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
* Accountability - Ability to accept responsibility and account for his/her actions.
* Ambition - The drive to achieve personal advancement.
* Communication, Oral - Ability to communicate effectively with others using the spoken word.
* Communication, Written - Ability to communicate in writing clearly and concisely.
* Detail Oriented - Ability to pay attention to the minute details of a project or task.
* Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
* Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
* Judgment - The ability to formulate a sound decision using the available information.
* Organized - Possessing the trait of being organized or following a systematic method of performing a task.
* Self Confident - The trait of being comfortable in making decisions for oneself.
* Sales Ability - Ability to use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea.
* Self Motivated - Ability to be internally inspired to perform a task to the best of ones ability using his or her own drive or initiative.
*SKILLS & ABILITIES* *Education : *HS Diploma or equivalent *Experience : *One to two years related experience *Computer Skills* Must be proficient in Microsoft Word, Excel, and have the ability to learn other computer programs quickly.
*Certificates & Licenses* P&C License *Other Requirements* P&C Virginia Insurance License *PHYSICAL DEMANDS* *Physical Demands* *Lift/Carry* Stand F (Frequently) Walk F (Frequently) Sit F (Frequently) Handling / Fingering N (Not Applicable) Reach Outward O (Occasionally) Reach Above Shoulder O (Occasionally) Climb O (Occasionally) Crawl N (Not Applicable) Squat or Kneel O (Occasionally) Bend O (Occasionally) 10 lbs or less N (Not Applicable) 11-20 lbs O (Occasionally) 21-50 lbs N (Not Applicable) 51-100 lbs N (Not Applicable) Over 100 lbs N (Not Applicable) *Push/Pull* 12 lbs or less O (Occasionally) 13-25 lbs N (Not Applicable) 26-40 lbs N (Not Applicable) 41-100 lbs N (Not Applicable) *N (Not Applicable)* Activity is not applicable to this occupation.
*O (Occasionally)* Occupation requires this activity up to 33% of the time (0 - 2.
5+ hrs/day) *F (Frequently)* Occupation requires this activity from 33% - 66% of the time (2.
5 - 5.
5+ hrs/day) *C (Constantly)* Occupation requires this activity more than 66% of the time (5.
5+ hrs/day) *Other Physical Requirements* Vision (Near, Distance, Color, Peripheral, Depth Perception) *WORK ENVIRONMENT* Office (Air-Controlled Facility) Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off Supplemental pay types: * Bonus opportunities * Commission pay Weekly day range: * Monday to Friday Work setting: * In-person * Office Application Question(s): * Do you have experience in Applied EPIC? If so, please indicate how many years of experience you have.
Experience: * Personal Lines: 1 year (Required) * Commercial Lines Insurance: 1 year (Preferred) License/Certification: * Property & Casualty License (Required) Work Location: In person
• Phone : NA
• Location : Lynchburg, VA
• Post ID: 9046113651
