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Personal Insurance CSR

Company: Yaekel & Associates Insurance Services Inc
Location: Belleville
Posted on: May 16, 2022

Job Description:

Job DescriptionIf you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Belleville insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. At Yaekel & Associates Insurance Services Inc we pride ourselves on our outstanding insurance products and customer service.


  • Salary, Commission & Bonus Potential
  • Paid Time Off
  • 35 hour week M-F
  • Medical, Life, Vision, Dental Insurance
  • Short Term & Long Term Disability
  • Flexible Spending Plan
  • 401K with match


    New Business:
    • Assists clients with making coverage using comparative rater and multiple insurance company rating systems.
    • Provides technical support as required to reach producer and agency's strategic business goals.
    • Prepares quote proposals and completes applications; submits applications to eligible and appropriate carriers; obtains client signatures on all required documents; follows up to ensure timely receipt of quotations and policies.
    • Attends to clients needs by producing binders, policies, endorsements, and other related items.Retention:
      • Prepares summaries of insurance, schedules, and proposals as needed for account review.
      • Re-markets renewals as needed, contacts clients, creates renewal proposals, and other renewal activities as needed. Uses each contact with the client as an opportunity to review the whole account, cross-sell, and market.
      • Renews policies following agency standards; verifies each renewal's accuracy; ensures that all renewals are processed.
      • Maintains and updates e-files in agency management system.
      • Verifies policy and change information, facilitating corrections when necessary.
      • Processes incoming phone, text, email and mail requests, responding promptly and appropriately.
      • Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
      • Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards.
      • Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution.
      • Reviews walk-in payments and verifies acceptability; processes, as appropriate, providing receipts to payers.
      • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed.Personal and Organizational Development:
        • Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities, including prioritizing workflow based on urgency, new business vs. renewal, expiration date of policy, revenue size of account and potential to close.
        • Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts.
        • Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
        • Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency and producer.
        • Strong ethical values.


          • Currently possess or obtain Illinois Property and Casualty and Life licenses within 120 days of hire.
          • Personal Lines insurance service experience.
          • Proficient in Microsoft Word, Excel, and Outlook.
          • Highly organized, driven, and motivated to succeed in fast-paced, detail-oriented team environment.
          • Committed to continuing education and growth.
          • Excellent communication and problem-solving skills.
          • Customer Service orientation.

Keywords: Yaekel & Associates Insurance Services Inc, Belleville , Personal Insurance CSR, Other , Belleville, Illinois

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