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WesBanco Bank, Inc CSR Agent Insurance-Personal Lines - WesBanco Inc - Col - Jackson, OH in Jackson, Ohio

Back CSR Agent Insurance-Personal Lines - WesBanco Inc - Col #31-8685 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Jackson Admin, Jackson OH. Market Columbus Work Hours per Week 37.5 Requirements High School Diploma or GED required. Minimum of two years Personal Lines experience preferred. Sales experience preferred. Ohio Property and Casualty license preferred or the ability to obtain within 90 days of employment. Job Description SUMMARY: Responsibilities include providing customer service to customers and vendors. Processing of new sales and renewal support tasks. Meet sales goals and service standards. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. New Business: Pre-qualifies and analyzes prospects' coverage needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts. Solicits increases in coverage or rounding out accounts through sales to clients at every service contract. Educates clients as to coverage limitation and documents on the system. Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations. Seeks referrals from current client base to solicit for new business prospects. Refers clients to Life, Benefits, and Commercial Lines department for solicitation of new business. Retention: Reviews each service contracts current client coverages and recommends changes in coverage and in markets, as needed to ensure high quality coverage. Processes renewals and remarkets, as needed. Assists clients with making coverage changes and completes all service requests for clients. Informs clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverages and exclusions to clients. Uses every service contract as opportunity to review and market appropriate coverage. Handles direct-billed "walk-in" payments. Verifies coverage status processes, as appropriate. Provides receipt. Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client. Prepares summaries of insurance, schedules and proposals, using computerized system. Assists clients in submitting first reports of claims. Obtains adjustors or visits from agency staff, facilitates prompt response from company staff and follow up on claims status to keep insureds informed and to work toward settlement of claims. Maintains orderly electronic files and information, following agency standards. Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows up. Surveys insureds' loss exposures and recommends coverage at every service opportunity. Process

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