Company Description: The L.V. Toole Insurance Agency is an independent insurance agency dedicated to providing smart solutions for our clients’ risk management and insurance needs using 21st century resources with the same old fashioned service upon which we were founded in 1939. We call it “Main Street Service, Global Resources.” It means we use technology to make our service more personal, not less.
Employees enjoy a warm atmosphere in which professional growth is fostered within a structure of teamwork and mutual respect.
We offer a competitive salary and benefit package which includes a retirement plan, continuing education, training and an employee wellness program.
Personal Lines CSR
Nice to have
Account Manager (CSR) / Personal Lines Department
Successful candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, have solid product knowledge in order to provide appropriate coverage for client risks, and have P&C license.
Job duties will include:
• Client relationship management
• Company relationship management
• Marketing of new and renewal business
• Claims Management
• Policy accuracy verification
• Exposure analysis
• Account rounding according to agency guidelines
• Maintenance of accounts in agency management system (Applied)
• Innovative team participation to heighten client experience
Prior CSR experience is preferred but we will train the right candidate. Proficiency with MS Office programs and Applied Systems a plus. Understanding of agency workflows required. Dedication to continuous self education, quality team improvement, and excellent customer service.