Personal Lines Insurance Customer Service Representative (Personal Lines Insurance CSR)Prestige Planning LLC

Job Summary

We're looking for an ambitious insurance professional ready to join our established but growing team. Prestige Planning is a locally owned, risk management and financial planning firm in beautiful Sarasota, FL.

When you join our team, you'll also get a great culture built on our core values of Forward-thinking, Collaboration, and Consistency. It's our goal to help you not only grow in your career but to find fulfillment in your work.

We have a big vision for our company & we’re hoping to find the right person who aspires to join us!

Position: We are seeking a Property and Casualty Account Manager to serve high-net-worth clients for our office located in Lakewood Ranch, Florida.

Responsibilities and Expectations - This is a full-time, in-office position; office hours are M-F, 9:00 AM to 5:00 PM. Candidates must have a commensurate level of experience with:

  • Working in a professional services environment.
  • Building and maintaining client relationships
  • Task and project management.
  • Organizing information in internal and external filing systems such as Dropbox, SharePoint, and OneNote.
  • Strong computer/tech skills and high proficiency in Microsoft 365 Products, EZLynx, G-Suite Products, WealthBox or similar CRM software.

We are looking for a personable, empathetic, and responsible individual to nuture and cultivate client relationships. You should apply if you:

  • Feel energized when your team experiences success and measure your success by the success of others.
  • Are willing to step out of your comfort zone and learn new concepts through online tutorials and other available resources.
  • Enjoy building rapport and collaborating with clients and insurance companies.
  • Are attentive to detail.
  • (Preferred) have worked in the property casualty industry OR have a desire to grow in this industry.

You will be accountable for supporting sales advisors with duties such as:

  • Answering client service questions related to administration, billing, and claim issues.
  • Collaborate with producer(s) and other members of team to monitor and manage renewal processes for assigned clients.
  • Coordinates weekly meetings with Advisors to complete client implementation processes.
  • Become proficient in Agency Management System and SharePoint to update policies, log activities and assist clients and/or internal team members.
  • Provide additional administrative support as needed.

You will also support client renewals and retention by activities such as:

  • Coordinate meetings with clients and/or producers to present new and renewal policies as well as supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
  • Complete all daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.
  • Remarket policies at renewal time as needed.
  • Conducts quarterly analysis of client coverages with advisors and recommends coverage needs, as appropriate.
  • Writing personalized thank you cards to clients after binding policies.

Benefits - We care about your personal and professional wellbeing. In addition to paying 50% of your employee health insurance premium, we offer:

  • All-staff birthday lunches.
  • Annual staff Christmas party.
  • Paid time off, and
  • Ongoing professional development to deepen your skills and optimize your talent as the marketplace evolves and changes.
  • Process insurance policies accurately and efficiently
  • Handle customer claims with care and professionalism
  • Communicate effectively with customers to understand and meet their needs

Mandatory Qualifications:

  • One year of Property and Casualty experience or equivalent experience
  • Minimum 4-40 state-issued license (2-20 preferred).
  • Good written and verbal communication skills
  • Good problem-solving skills
  • Good organizational skills
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

  • Three years of industry specific experience
  • Team player
  • EZ Lynx Agency Management system experience
  • Insurance Policy Processing1 - 5 years
  • Customer Service
  • Claims Handling1 - 5 years
  • Communication Skills
Nice to Have
  • File Organization
  • Project Management
About Us
Join Prestige Planning LLC, a company that values your hard-earned success. We are a forward-thinking firm specializing in financial planning and risk management. Our team is committed to staying ahead of the curve, ensuring we provide the best strategies for our clients. As a potential job-seeker, you'll have the opportunity to contribute to our mission and grow with us. Your voice matters here, as we highly regard what people are saying. Schedule a call to learn more about becoming a part of Prestige Planning LLC.
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