Personal Lines CSR

Job Description

Job Description

Looking for a Career Where's You're Treated Like a Person?

In our office, you are not just another number, you are a part of a team and we want to help you grow.

We are a small, successful, family-owned insurance agency right here in Tucson, and were looking for someone who wants more than just a job, we want you to build a career and grow with us.

Current Personal Lines license is preferred.

No Experience? No Problem.

You do not need insurance experience to apply. Well train you, mentor you, and help you get licensed. What matters most to us is your attitude, work ethic, and desire to learn.

What You'll Do:

• Learn the insurance business from experienced professionals
• Learn insurance products, policies, and underwriting guidelines
• Help real people with real insurance needs (auto, home, renters, etc.)
• Provide excellent customer service and support
• Build valued long-term relationships with clients and your peers

How Are We Different?

• No being treated like a number
• You'll be supported, trained, and appreciated
• No Pigeon-Holes. There is room for growth with us

Additional Benefits

• Medical, Dental, Vision
• Life Insurance
• Disability
• 401k
• Paid Holidays

So, are you ready to leave the corporate grind behind? Are you tired of jobs that stunt your growth?

If you are a team player, detail-oriented, ready to learn, and you are ready for your careers forever-home, please contact us today. Wed love to meet you!

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Ensuring that our clients are taken care of. Delivering the highest level of customer service

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in agency management system.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Be outstanding at relationship building.
• Develop and maintain client relationships.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales staff to meet prospective customers.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Work independently and as part of a team.
• Stay up-to-date on industry market trends and best practices.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Participate in regular team meetings and brainstorming sessions.
• Attend training and continuing education courses.
• Handle customer renewals.

Arizona Insurance license or the ability to obtain one during training. We are prepared to assist in obtaining an insurance license to the right applicant.