Mt. Franklin Insurance is a growing El Paso-based, independent insurance agency. With a long history of providing insurance solutions to the area, Mt. Franklin is a full service agency providing commercial and personal lines products from a number of prominent carriers.
Whether you are starting to build your own book or have the experience and relationships in place, Mt. Franklin provides top access to carriers, best-in-class back office support, and an opportunity to work independently while growing.
| Benefits of employment include |
- Health, dental, and vision insurance plans
- Company paid long term disability
- Life Insurance
- 401(k) retirement plan with company matching dollar-for-dollar
- Paid vacation, holidays, and sick time
- Paid training
- Team building / A collegial work environment
- Community Involvement
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Our CSR answers incoming calls and provides service to the callers (policy holders and producers).
Responsibilities include:
- Provide accurate and professional answers for routine insurance questions, for example, status of accounts, billing, and coverage questions.
- Make outbound calls to follow up with current clients who need to pay premiums, are late with payments, or have been canceled for similar reasons.
- Provide quotes, advice, and policy options for clients.
- Be willing to make some cold-call solicitation calls from pre-screened lists, but this is not the primary function.
- Obtain documentation from our clients that are needed by carriers such as photos of automobiles, property descriptions, copies of vehicle registrations, etc.
- Determine when and how to escalate calls if they can not be resolved.
- File customer documents in our electronic filing systems.
- Prepare presentations or proposals, based on templates, in Ms Word.
Requirements:
- Preferred bilingual
- Must have excellent phone communication and interpersonal skills.
- Must be proficient with basic word processing and email.
- Must have experience with filing systems, keeping records such as an attorney’s office, insurance office, accounting office, or other professional company.
- Should be licensed for insurance in the state of TX, but willing to assist individual in getting licensed.
- Prefer experience in a strong Personal Lines environment.Experience preferred in an independent agency, as opposed to a captive environment.
Long Term Potential
This is a full time position, Monday – Friday.
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Commercial Lines Insurance
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Our CSR provides end-to-end marketing and servicing of commercial accounts
Responsibilities include:
- Provide accurate and professional answers for routine insurance questions, for example, status of accounts, billing, and coverage questions.
- Make outbound calls to follow up with current clients who need to pay premiums, are late with payments, or have been canceled for similar reasons.
- Obtain documentation from clients and carriers including loss runs, binding instructions, exposure items, and similar items
- Prepare insurance applications for carriers.
- Compose written correspondence in response to telephone and written inquiries, problems and conflicts.
- Prepare presentations or proposals, based on templates, in Ms Word.
Requirements:
- Must have excellent phone communication and interpersonal skills.
- Must be well organized, detail-oriented, and able to work independently.
- Must be proficient with basic word processing and email.
- Must have experience with insurance filing systems.
- Should have experience with ACORD documents and procedures.
- Should have a general lines Texas Insurance license, but willing to assist in getting licensed
- Helpful if has previous exposure to Insurance Software such as Hawksoft, Applied Systems, AMS, TAM, Sagitta, etc.
- Must have experience in a commercial lines insurance environment.Prefer experience in an independent agency, but will consider captive based on experience.
Long Term Potential
This is a full time position, Monday – Friday.
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