Our client is a regional leader in Insurance Services in the upper Midwest. They have 12 locations throughout ND and SD. They offer a proven track record of high customer satisfaction and sustained sales growth. Their focus is on Commercial and Farm/Crop Insurance. They currently have available an opportunity to join their organization as a Personal Lines Specialist. This role is responsible for personal lines training and coordinating/overseeing the personal lines process at our client with the goal of maximizing customer satisfaction and profitability. The person holding this position is the subject matter expert in all areas of personal lines insurance for the agency working very closely with agents and CSRS to make sure polices are in good shape and the agency and company process is being followed. This position also has the responsibility of performing typical personal lines and commercial lines CSR activities.
Personal Lines Specialist Responsibilities:
- Stay on top of all company rules for personal lines insurance. Become an industry expert in the field, understanding industry changes and defining adaptation strategies for the agency and customers.
- Creation and upkeep of the personal lines company comparison spreadsheet.
- Be the go to person in the agency for personal lines questions and support
- Be knowledgeable in all company software systems.
- Train agents on personal lines insurance to the extent required so the agent can fully represent the product, process, coverage, etc. to the level that our agents are the best in the business.
- Train CSRs to become experts in personal lines.
- Help define and refine processes to ensure max efficiency and lower E&O exposures.
- Provide strategic input to COO and CEO regarding personal lines insurance
Personal Lines Specialist Requirements:
- Five (5) or more years of experience working with personal lines insurance coverages in a carrier or agency setting.
- Proven ability to train & develop others.
- Strong customer service skills.
- Solid background in computer software systems.
Please
contact Scott Thompson for immediate confidential consideration and additional
details.
Phone:
515-216-5455
See
our website at www.csgrecruiting.com/jobs for a complete listing of nationwide
opportunities.
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out some of my recent articles on the blog here:

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