Personal Lines Insurance Account Representative

Job Purpose:

Serve customers by completing policies; maintaining accounts; issuing quotes.


Duties:

* Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents.



* Issues new business policies using company proprietary and comparative rating and upload systems.


* Maintains customer accounts by processing policy change requests and renewals.


* Updates customer database as needed.


* Ensures compliance with underwriting guidelines by reviewing new business, cancelations, non-renewals, and reinstatement requests; noting discrepancies.



* Maintains client satisfaction by providing information; resolving problems; spot-checking business; reporting irregularities.


* Maintains quality results by following and enforcing standards.



* Updates job knowledge by participating in educational opportunities.



* Enhances operations and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.



Skills/Qualifications:

Customer Service, Agency Management System Data Entry and Retrieval Experience, Quality Focus, Organization, Analyzing Information, Verbal Communication, Written Communication, Phone Skills, Research Skills, Independence, Multi-tasking

Requirements: Previous relevant experience showing increased product knowledge and responsibilities.Current AZ resident agent's license. Proficiency with Microsoft Word and Excel software.

Benefits: Desirable central Phoenix location near new ASU Campus, light rail and bus stops, sports venues and medical facilities. Generous benefits package for full time employees not limited to paid holiday, vacation and sick leave; medical, dental and vision plan options, 401K retirement and cafeteria plans, life insurance and long term disability. 

To find out more about our agency, you can view us on the web at www.farmer-butler-leavitt.com