Personal Insurance Quote
Business Insurance Quote
Group Benefits Insurance Quote
Make A Payment
Report A Claim
Update Contact Information
Proof of Insurance
Apply to join the Sneed Insurance team.
Client Service Representative Personal Lines
Manages the service and sales support for assigned book of personal lines business.
Provides prompt, accurate, and courteous service to customers, producers, account executives and company personnel.
Documents all activity related to a customer/policy in Partner XE including the attaching of all supporting documentation.
Handles all client policy transactions in accordance with company guidelines.
Assists with all new and renewal submissions.
Markets new business and current accounts in a timely manner.
Reviews insurance policies for accuracy
Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information.
Improves Insurance skills and knowledge by seeking out educational opportunities.
Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience.
Partner XE agency management system software experience preferred or a strong willingness to learn.
Experience working with multiple lines of personal coverage.
Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity.
Consistently reports to work on time and prepared to perform the duties of the position.
Fosters a proactive relationship with customers and company representatives
Has the ability to perform multiple tasks in a complex working environment accurately and proficiently.
Possesses excellent organizational and technical skills, is a problem solver and self-starter.
Willingness to grow in their role through educational opportunities.
3+ years work experience in the insurance industry or relevant field
High school degree or equivalent
Holds a current Property and Casualty Insurance license
Talk to an Agent
Or call for immediate assistance