JOB SUMMARY:

The Customer Service Representative (CSR) is a key member of our Personal Lines team, responsible for providing exceptional, professional service to existing clients and new prospects. This role involves managing automobile, home, and umbrella insurance accounts, researching and responding to client inquiries, processing policy changes, preparing quotes, and collaborating with producers to support business development initiatives.

Salary Range: $45,000.00 - $55,000.00 per year

Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Work from Home

• High School diploma or equivalent.
• 3 years Personal Lines Insurance experience (property and casualty).
• Active NM Property and Casualty license required.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Possess a supportive and responsive manner with internal and external customers.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Flexibility to adapt to changing priorities and manage multiple tasks simultaneously.
• Ability to interact and maintain good working relationships.
• Ability to work well independently and in a team environment.
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as ap-propriate, other information.
• Ability to identify problems and recommend solutions.
• Strong computer and data entry skills with knowledge of Microsoft Office Suite and other industry-related software programs.

• Responsible for gathering information and providing risk management recommendations for the renewal of designated accounts prior to renewal and for delivering renewals by and/or binders for designated accounts, as needed.
• Conduct periodic service calls for designated accounts.
• Review updated client exposure survey information, obtain other renewal information from insured, and complete applications for designated renewal business. Assist Producer(s) as needed.
• Review renewals to determine if non-standard policies can be rewritten in a standard program.
• Prepare rewrite applications for business through companies no longer represented. Secure and submit required renewal underwriting information.
• Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Complete changes/requests.
• Review existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Receive and review all terminations and cancellations to determine action to be taken.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Follow up on outstanding claims and assist in claim resolution, as necessary.
• Document and maintain records of insureds and/or carriers interactions and transactions, recording details of inquiries regarding exposures and coverages and actions to be taken in agency management system.
• Provide prompt, courteous and professional service when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
• Performs other functions as assigned by management.

As one of the most professional insurance agencies in the state of New Mexico, Berger Briggs offers an unparalleled combination of extensive industry contacts, in-house expertise, forward-thinking innovation and comprehensive personal service. Our People are the backbone of Berger Briggs. Our employees are leaders in their fields and bring extensive product knowledge, broad industry education, and a dedication to thoughtful and innovative solutions for the client's insurance needs. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to join our team today!