Position Title: Private Client CSR (Customer Service Representative)
Location: This is a Telecommute/Work from Home position
Job Type: Full-Time
Position Summary:
The Private Client CSR plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. This position involves conducting policy reviews, quoting, servicing, renewal comparisons and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.
Key Responsibilities:
• Quoting & Policy Reviews
• Quote with our carriers and work with underwriters to get proper terms for our client risks
• Conduct regular policy reviews to align coverage with evolving client needs.
• Servicing
• Able to process servicing requests / endorsements that are asked of us.
• Compliance and Documentation:
• Ensure compliance with industry regulations and agency standards.
• Maintain accurate records of client interactions and transactions.
• Collaboration and Team Support:
• Collaborate with internal teams to ensure a seamless client experience.
• Contribute to the development of marketing strategies to attract high-net-worth clients.
Qualifications and Skills:
• Experience:
• 2+ years of experience in personal insurance, wealth management, or a related field.
• Experience working with high-net-worth carriers is a must
• Skills:
• Excellent interpersonal and communication skills.
• Proficient in common software tools such as Excel/Google Sheets and Gmail
• Detail-oriented with a focus on delivering exceptional client service.
• Licenses/Certifications:
• Property and Casualty insurance license preferred or required within 90 days of hire.
Key Attributes:
• Professional demeanor and discretion in handling sensitive client information.
• Ability to manage multiple priorities in a fast-paced environment.
• A proactive, client-focused approach with a commitment to excellence.
Compensation and Benefits:
• Competitive salary with performance-based bonuses.
• Health, dental, and vision insurance.
• Retirement plan with employer contributions.
• Professional development opportunities.
Equal Opportunity Employer Statement:
Pine View Insurance Group, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.
Original job Personal Insurance CSR /Customer Service Representative/ Private Client Focus posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.