Customer Service Representative / Agency Producer - Kingwood TX Jobs

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Last Updated: Aug 10, 2010 - 4:22pm

Help Wanted: Customer Service Representative / Agency Producer
Job Description:
The Personal Lines CSR / AP performs the essential functions of the office, which include supporting the service needs of clients. Specific service responsibilities are assigned. Marketing activity is required in this position. Meets sales, service, and quality standards adopted by the agency.
Pre-qualifies and analyzes prospectsˇ¦ personal lines coverage needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts. The following are a few tasks that are required:
Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract.
Recommends excess and surplus coverages, as needed to meet client insurance needs. Educates clients as to coverage limitation and documents on the system.
Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations.
Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect data base and system.
Actively refers clients to Life Benefits and Commercial Lines department for solicitation of new business.

Skills Required:
College education or equivalent insurance experience.
Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
Ability to understand written and oral communication, and interpret abstract information.
Property, Casualty, Life and Health License.
Full knowledge of insurance products and usages.
Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists.
Full knowledge of insurance markets and reference to markets.
Ability to carry out complex tasks with concrete and abstract variables.
Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions.
Ability to utilize computer programs and understand functionality.
Ability to perform 70% sedentary work.

This position is:
High-pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
This job description is intended to describe the level of work required by the person performing the work of the positions and physical requirements normal to the position. Principal duties outlined are the essential responsibilities and duties and other duties may be assigned as needs arise or as required to support principal duties.

Compensation / Salary: Based on experience and ability to excel in a growth company.

Employment Type: Employee - Full Time

Employer Information
Employer: Richey Insurance Agency
Address: 22704 Loop 494, J, Kingwood, TX

Contact Information
Contact: Clinton D. Richey
Email: Email this Employer

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