Personal Lines Customer Service Agent

2 months ago

White River Junction, United States OneDigital Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Excited to grow your career? We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think this position may be right for you, we encourage you to apply Our people make all the difference in our success.

To provide professional customer service for the clients of the Personal Lines Team by processing all lines of personal insurance in accordance with the objectives and procedures outlined by the Team/Branch Manager.

Key Responsibilities:

  • Provide prompt, accurate, courteous service to our clients.
  • Process cancellations and endorsement requests on computer system, with insurance carriers, and in client's files per the request of client. Also new business and renewals when applicable.
  • Create, type and send necessary correspondence to insurance companies and clients in order to update, obtain or verify necessary information to service all accounts.
  • Review policies and endorsements on renewals for accuracy and relevance. Input data on the computer system and maintain electronic files for each account.
  • Answer client's questions about their insurance coverages and needs.
  • Answer insurance company underwriter's questions about client accounts.
  • Process claims when applicable.
  • Assist the Accounting Department in the reconciliation of client accounts.
  • Keep informed about new coverages and products. All tasks should be handled in a manner that is in compliance with the Personal Lines Procedures.
  • Continue to look for opportunities to make new sales and cross-sell when in contact with clients. Interface with the Personal Lines Team/Producer to develop personal lines sales
  • Enroll in certified insurance seminars to keep up to date on changes within the insurance industry.
  • Perform other specific duties and projects as assigned by Team/Branch Manager
  • Pursue a program of personal and professional development.
MUST HAVE:
  • A high school diploma, two years of college or two years of experience in the insurance industry.
  • Ability to use office equipment such as computer terminals, calculators, copiers, fax machines.
  • Word processing and typing skills.
  • Strong respect for confidentiality and attention to detail.
  • Good written and oral communication skills.
  • Ability to understand and analyze personal lines coverages, forms and policies.
  • Hold required and appropriate insurance agent's license.


Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team

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