Property and Casualty – CSR
What is your Purpose?
The Property & Casualty CSR works with Account Managers, Account Executives, and Producers, in handling all the inside service work associated with the commercial lines book of business including all endorsement activity, routine coverage questions, problem solving, renewals, BOR’s, and issuing certificates. You will manage the day-to-day needs, build relationships, and make an impact by providing an extraordinary level of service, supporting ongoing and long-term client relationships.
Essential Duties and Responsibilities:
-
Ability to work with a high volume of clients with professional composure
-
Respond to inquiries and requests in a timely and professional manner
-
Process audits, changes, endorsements, and other insurance documents on a timely basis
-
Reviewing and updating policy holders and database information
-
Billing and past due premium inquiries
-
Online carrier communications including rating
-
Assist Account Managers and Producers with any requests pertaining to customer service, renewals or the writing of new business
-
Input and maintain record of all activities in EPIC
Experience & Requirements:
-
Minimum 1-year related experience required
-
Active Property & Casualty license
-
Sound professional and personal judgment
-
Strong business acumen
-
Polished interpersonal skills
-
Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
Competencies:
- Possess a strong teamwork orientation
- Self-motivated
- Demonstrate strong prioritization and multitasking skills
- Organized with excellent verbal and communication skills
- Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
- Ability to easily adopt and work with all software platforms used at Bryson, namely EPIC
Success Factors
- Proficient in Microsoft Office and EPIC applications
- Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
- Ethical business standards and transparency
- Promote open communication and high morale
- Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, intellectual capital, delivering value and resolution.
Company Culture & Values:
- Collaborative working environment
- Learning and development embedded into everyday workload
- Follows Bryson’s 5 pillars of service in delivering exceptional customer satisfaction: Personal Touch, Accountability, Resolution & Intellectual Capital
- High level of customer service
- Boutique and family-centric working environment
Company Perks:
- Generous medical plan with 90% employer contributions
- Dental and vision plans
- Disability Insurance
- 401K options
- Generous PTO accruals
- Eight paid holidays + a floating holiday of employees’ choice
- Quarterly company events: Potlucks, Happy Hours
- Participate in community outreach events
- Career Growth Opportunities
- Non-Producer Bonus Revenue Program
- Employee Referral Program
- Monthly Wellness Contribution
- Gorgeous Long Beach office with rooftop terrace
Working Conditions:
This is a sedentary role Monday – Friday 8 am – 5 pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl.
Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.
Please email your resume and cover letter to olivia@brysonfinancial.com to be considered for this position