Personal Lines Insurance CSR Job at Adobe Insurance Brokers, Morgan Hill, CA

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  • Adobe Insurance Brokers
  • Morgan Hill, CA

Job Description

Job Description

Job Description

Adobe Insurance Brokers is a local independent insurance broker serving the needs of Santa Clara County California, and most western states. We offer a range of insurance solutions including Business Insurance (Liability, Property, Auto, Workers Compensation, Health, Dental) and Personal Insurance (Home, Auto, Umbrella, Health, Dental, Life). We strive to provide personalized insurance services to meet the diverse needs of our community.

Role Description

This is a hybrid or remote role located in Morgan Hill, CA, with some work from home acceptable. As a Personal Line Account Manager, you will manage personal insurance accounts, provide exceptional customer service and assist clients with their insurance needs.

What You’ll Be Doing:

  • Connect & Assist: Answer inbound calls promptly, research inquiries, and deliver accurate responses to coverage, billing, and policy-related questions.
  • Problem-Solve & Recommend: Rewrite or create new policies tailored to the unique insurance needs of each client by recommending the best coverage options and products.
  • Grow Professionally: Keep yourself sharp and up-to-date!
  • Learn & Excel: Take initiative to master additional processes and client-specific procedures to confidently handle secondary areas and provide comprehensive answers to inquiries.
  • Support & Collaborate: Gain knowledge of department policies and processes to ensure seamless teamwork and client care.

What You Bring to the Table:

  • Education: High School Diploma or GED
  • Experience: At least 1 year of relevant experience
  • Licenses/Certifications: Active Property & Casualty insurance license required

Job Types: Full-time, Part-time

Benefits:

  • Flexible schedule
  • Health insurance
  • Work from home

Work Location: Remote

Job Tags

Full time, Part time, Local area, Remote work, Flexible hours,

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