Insurance Customer Service Representative

1 month ago


La Crosse, United States Ranahan Recruiting Full time
Job DescriptionJob Description

Our client Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin. Be mentored by the best We're a successful and established company that cares about our employees and clients. We are searching for a Customer Service Representative for the front desk in our La Crosse office. In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.

* Property & Casualty License is required*


Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off


Responsibilities
  • Answers incoming phone calls and greets and assists agency visitors with exceptional customer service.
  • Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers.
  • Prepares proposals and renewal summaries.
  • Maintains agency management system with up-to-date and accurate data.
  • Administers processing and suspense of new business, renewals, cancellations, and endorsement requests.
  • Prepares certificates, binders, surety bonds and general correspondence.
  • Completes MVR requests and trucking certificates according to scheduled rotation.
  • Administers change requests and endorsements.
  • Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors.

Requirements
  • Excellent verbal and written communication skills.
  • Strong analytical thinking and organizational skills.
  • Ability to interact professionally and effectively with customers and team members.
  • Proficient computer skills including the ability to document and access information.
  • Ability to manage multiple priorities, accurately, efficiently, and independently.
  • Attention to detail and ability to complete tasks with a high degree of accuracy.
  • Valid WI drivers license and acceptable driving history.
  • P & C license required.


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