Personal Lines Account Representative

Personal Lines Account Representative

LD&B Insurance and Financial Services

Bilingual skills preferred.

• Associate Account Representative consideration based on experience and qualifications.
• Available at Staunton, VA or Waynesboro, VA branch locations.

The Person al Lines Account Representative is an energetic professional interested in helping our business grow through constructive, empathetic conversations and by providing remarkable customer service. This individual must be a self-starter who thrives in a fast-paced, team environment and who exhibits exceptional interpersonal relationship skills. The successful representative will communicate and coordinate with their colleagues in the specific divisions and in our overall organization to deliver optimal levels of care for our clients and to achieve divisional and organizational objectives.

With this backdrop in mind, the representative communicates directly with clients, prospects, partners, and vendors through a variety of channels to educate, problem solve, process, identify solutions, and create calm depending upon situational demands. As a representative of the organization, the representative aligns personally with the organization’s values reflected in the LD&B BLUEprint and models these values on a daily basis.

• Understand the nature of the personal lines insurance marketplace to meet the needs of clients.
• Maintain a positive, empathetic, and professional demeanor toward clients, colleagues, and vendors at all times.
• Demonstrate communication and customer relationship skills and understand how to utilize the division’s products and services to meet clients’ needs.
• Manage a standard-sized or moderately complex group of clients and cooperate with colleagues to serve all clients within the division.
• Provide prompt, accurate, courteous, and customer-focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems, and developing solutions.
• Provide feedback to the division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement, and meet division goals.
• Maintain accurate, complete, and timely records of all activity in the appropriate agency and partner data management systems.
• Demonstrate regular and reliable attendance.
• Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
• Other duties as assigned.

• High school diploma or equivalent required.
• Prior customer service experience is required.
• Current appropriate licenses, certifications, or credentials are necessary and applicable to the division, including maintaining them or the ability to obtain them.
• Must be a self-starter and capable of completing tasks with little or no supervision.
• Exceptional oral and written communication skills.
• Strong organizational, analytical, and problem-solving skills.
• Ability to understand and adhere to all requirements related to information security, privacy, and confidentiality at all times.

Entry level

Full-time

Sales and Business Development

Insurance