All About Insurance, a Leavitt Group affiliate, is looking for a Personal Lines Customer Service Representative to join their team in Greensboro, NC.
As a Customer Service Representative, you'll be a trusted resource for customers, helping them navigate coverage options, update policies, answer questions, and ensure they have the protection they need. This position is ideal for someone who enjoys building relationships, solving problems, and making a positive impact on people's lives.
Responsibilities:
Manage customer service requests in a professional and knowledgeable manner.
Determine all impacts/needs associated with the service request, including impacts to other coverages 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.
Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
Maintain effective and timely follow-up systems and verify transactions with customers.
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 Customer Service Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Qualifications & Experience:
Property and Casualty License
Excellent communication skills; verbally and written
Detail oriented and able to maintain compliance standards
Must be dependable, provide timely response, and complete of work activities
What We Offer:
$40,000-$50,000, depending on experience
Comprehensive benefits package including:
Medical, Dental, Vision
FSA/HSA & Life Insurance
401(k) with company benefits
Competitive PTO including vacation and sick time, and company holidays
Wellness Program
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Skills Required
- Property and Casualty License
- Excellent verbal and written communication skills
- Detail-oriented and able to maintain compliance standards
- Dependable, provide timely responses, and complete work activities
What We Do
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.
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