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Commercial Lines Customer Service Representative
4 months ago
Purpose of Job:
- To provide additional support to commercial lines clients by supporting commercial lines teams in daily tasks and policy processing.
- To provide prompt, efficient, high quality service to all RIA clients
Responsibilities:
- Certificates of insurance/evidence of property documents
- Processing/preparing auto ID cards
- MVRs
- Login to carrier sites daily to download and distribute policy/billing documents
- Processing commercial lines account manager documents when available to do so
- Cancellations/Reinstatements
- Preparing policy books
- Carrier follow ups
- Further career development through continuing education and obtaining designations
Job Qualifications:
- Advanced computer skills
- Self-Motivation
- Ability to work in a team environment
- Ability to work extra hours during heavy workloads
- Accessibility after normal business hours
- Willingness to take direction from fellow colleagues
- Professional customer service telephone skills
- Exceptional communication and time management skills
- Ability to multitask
- Willingness to work at all locations
Performance Measurements:
- Semi-annual performance reviews will be conducted which entail, but are not limited to, new business production, processing efficiencies, workload management and account retention.
Benefits:
- 401k Match
- Profit Sharing
- Section 125 - Daycare, Health, Dental & Vision
- 35 Hour Work Week
- Vacation
- PTO
- 7 Paid Holidays & Birthday off
- HSA Health Insurance - 100% of Employee Paid
- $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
- Licensing & CE Scheduled & Paid by Agency
- Group Long Term Disability - at your cost
- Group Dental - at your cost
- Group Vision - at your cost
- Aflac Benefits - at your cost
- LegalShield - Shared cost