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Customer Service Representative/CSR
1 month ago
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.
Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal lines experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Production Support
- 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
- Completes applications in coordination with Agent, Account Manager/Executive
- Answers incoming phone calls, greets and assists agency visitors
- Acts as primary and/or secondary back-up to front desk receptionist, if applicable
- Organizes tasks and resources to complete work and meet deadlines according to established procedures
- Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
- Responds to incoming phone calls and emails promptly and effectively
- Performs basic office functions including emailing, filing, scanning, copying, and faxing
- Delivers exceptional customer service according to Customer Service Standards with a goal of exceeding customer expectations with every interaction
- Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
- Answers customer questions and resolves complaints in a timely and efficient manner
- Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Education and/or Work Experience Requirements
High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal lines.
Required Knowledge and Skills
- 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 follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
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