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Personal Lines CSR

Job Description DescriptionThis is a remote role in Minnesota but the right candidate will need to travel to Alexandria MN for training.We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance. The Personal Lines CSR provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.Role Expectations and DescriptionThe CSR is a key component of our team. A clients' experience from a service perspective can make or break the sustainability of our business. As a CSR, you can directly affect and control our clients' experience.Key ResponsibilitiesResponsibilities include but are not limited to the following:• Work with Agency Principal, Producers, and Team Members• Order policies and issue documentation, certificates, and binders as needed• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships• Bind coverage for new clientsSkills, Knowledge and ExpertiseJob Requirements: • Experience working for an independent insurance agency• Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers• Minimum of 2 years of experience as a Personal Lines CSR/Account Manager• Must be able to multitask and handle a heavy workload with minimal supervision• Effective communicator (verbal and written)• Insurance designation (Preferred)

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