Personal Lines Customer Service Technician

4 weeks ago

Indianapolis, United States Schuetz Insurance Services Full time
Job DescriptionJob Description

Our agency is experiencing growth and is currently seeking a candidate who embodies friendliness and consideration and enjoys collaborative teamwork. If you fit this description, we encourage you to apply for the full-time position of Personal Lines Insurance Customer Service Technician.


At our agency, we believe in investing in our employees and assisting them in building a successful career in the insurance industry. We promote a culture of continuous learning and growth within our dynamic office environment. The ideal candidate for this role would be dedicated, ambitious, and goal-oriented, with a positive attitude, keen attention to detail, and a professional demeanor. They should thrive in a bustling team setting and prioritize delivering exceptional service to our customers. If you believe you possess these qualities, we invite you to apply today

-Prior experience in the insurance industry or office setting is mandatory-

As a Customer Service Technician, you will utilize your customer-facing expertise and technical proficiency to contribute to the department's success. Your familiarity with the insurance industry, cloud infrastructure, industry technology integration, strategic planning, and customer advocacy will be vital in your daily responsibilities. You will oversee the interface configuration and procedural aspects of our Applied Epic agency management system. Regular interaction with various stakeholder groups, including clients, brokers, underwriters, and management, will be a key aspect of your role. Leveraging advanced technology, we aim to enhance departmental efficiency and adaptability to meet evolving agency requirements.


Benefits

Annual Base Salary + Bonus Opportunities

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Personal Insurance Reimbursement Program

Dental Insurance

Tuition Reimbursement

Retirement Plan

Birthday - Paid Leave

Birthday - Day off

2 Annual Bonus Opportunities

Supplemental Insurance

Gym

Casual Dress


Responsibilities

In the daily download process and managing interface configuration, your responsibilities will include:

Retrieving and processing documents from various carrier websites.

Manually updating policies and endorsements in Epic for items not downloaded.

Inputting data into PL Rater and carrier websites for quoting, policy changes, and reviews.

Ensuring accuracy and completion of policy and billing requests through follow-up.

Corresponding with clients as needed to provide information or confirmation.

Processing billing for agency-billed policies.

Preparing and distributing Evidence of Insurance, Policy Documentation, Auto ID Cards, and other requested correspondence under the Director's guidance.

Electronically scanning documents for attachment in Epic.

Monitoring carrier websites and notifications to track, report, update, and configure commission schedules in Epic.

Assisting Sales Executives by maintaining a calendar for scheduling client conferences (phone/video) and meetings.

Conducting online research and data gathering as directed.

Undertaking any additional tasks as requested by the Director.


Requirements

An Indiana Property and Casualty License is required

Type at a minimum of 50 wpm

At least 2-4 years of experience in the insurance industry

Basic Insurance knowledge (Auto, Life, Property & Casualty)

Technically inclined and comfortable with various online systems

Demonstrated ability to work autonomously while maintaining meticulous attention to detail.

Willingness to conduct independent research and seek guidance for clarification or problem-solving as needed.

Proficiency in effectively prioritizing tasks and managing multiple responsibilities concurrently.

Adherence to departmental workflow processes.

Exceptional oral and written communication skills.

Familiarity with Microsoft Office Suite, Google Services, and Zoom.

Eagerness to embrace new technologies and concepts, with a proactive approach to learning and contributing as part of a collaborative team.

Previous experience in Personal Lines insurance is advantageous.


Education:


High school diploma or GED.

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