Customer Service Representative Of Personal Lines - Erie, PA
First National Bankshares Statutory Trust I
Erie , PA 16505
Posted 4 months ago
Primary Office Location:711 State Street. Erie, Pennsylvania. 16501.
Join our team. Make a difference - for us and for your future. nPosition Title: Customer Service Representative 2 of Personal Lines Business Unit:
INSA Reports To: Supervisor of Personal Lines Client Services Position Overview:
This position is primarily responsible for sales, service, retention and growth of personal lines accounts and for assisting Sales Executives in all aspects of personal lines including the retention of present clients and potential growth opportunities.
The incumbent strives to utilize available technology to efficiently perform duties. The incumbent performs every function within the department, shares responsibilities for the department in the event of an absence and helps other departments when needed. Primary Responsibilities:
Markets new business or existing business being vigilant of customer liabilities, assets and needs. Determines premiums and present proposals to clients. Whenever necessary, works with Sales Executive.
Quotes and proposes insurance for cross sell and upsells. Checks new and renewal policies for accuracy in rating, typing, coverage, signatures and billing screens. Receives phone calls from clients and companies regarding insurance, claims, administrative problems and changes to customer insurance program and complies with these requests Maintains a suspense system to follow up on administrative work to confirm status of policies, changes, billings/payments, home inspections, delivery of new policies, etc.
Maintains electronic or paper files in an orderly, up to date manner according to procedures and requirements. Maintains fluency in all company interfacing and product guidelines, as well as agency Errors and Omissions guidelines. Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Corporations risk management program. F.N.B.
Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education:
High School or GED Minimum Years Experience: 3 Special Skills:
Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word