Personal Lines CSR/Inside Sales – Charlotte, NC

My client here is a well respected independent agency in the suburbs of Charlotte.  They are looking for two people in their personal lines practice.  The first person is more of a CSR and will handle daily administrative duties and customer service.  The second person is more of an inside sales person that will also handle service.  This person will be responsible for taking care of all warm leads that come from the commercial lines book as well as incoming sales calls. 

Personal Lines CSR/Inside Sales 

Our client is an independent, multi-line insurance agency based in Charlotte.  Contrary to many commercial lines agencies this firm has a large staff dedicated to personal lines insurance.  Two positions are immediately available within the agency. Both are closed tied to customer service but one is also responsible for new business sales.

Personal Lines Agent- This is an inside sales position responsible for bringing additional revenue and new policies to the department.  You will capitalize on referrals from existing clients as well as leads from the agency's large account producers.  You are responsible for gathering the information required to quote the policy, create the proposal and secure the binder.

Personal Lines CSR- Also an inside position this role does not involve new business sales.  You will be responsible for managing an existing book of accounts.  You'll field calls to amend policies, change coverage, address billing and gathering information for renewals.

Personal Lines Insurance, Inside Sales Qualifications:
At least 1-3 years of personal lines insurance experience is required for either position.
Ability to work in a fast paced, high transaction environment where organization is key.
For the sales position you have demonstrated success calling on prospective clients; you understand how to ask for referrals.
High school diploma is required.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:

5 Dumbest Things You Can Say in an Interview

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Six Interview Tips Part I