Insurance Customer Service Representative-Personal Lines

2 months ago


Great Falls, United States Cogswell Insurance Agency LLC Full time

This is an IN OFFICE role.

Personal Lines Customer Service Representative (CSR)

Full job description

We are seeking a full-time Personal Lines Customer Service Representative.

This position will support our clients with their home, auto, and other personal insurance needs while providing excellent customer service.

  • Our talent acquisition team will be quick to respond in this process and if this proves to be the right match, you can expect a fast response via InMail to schedule a brief phone interview.
  • We provide a competitive compensation plan, continued career development/training, leader and peer driven support, performance-based incentives, and a locally focused culture rich environment.
  • The next generation of talent is extremely important, and this is a team that focuses on their core values of respect, integrity, service, excellence and empathy

Responsibilities

  • Serve as the point of contact for all client requests.
  • Perform general insurance tasks such as auto ID cards, endorsements, and evidence of property insurance.
  • Assist in completing new and renewal applications, and correspondence.
  • Follow workflows and maintain data integrity in agency management system.

Competencies & Requirements

  • A valid Property & Casualty Insurance license or the ability to obtain one within 45 days of hire (required).
  • Technical Capability
  • Time Management
  • Organizational Skills
  • Communication Proficiency
  • Teamwork
  • Ethical Conduct
  • Self-Motivated

We offer employees great benefits, competitive salaries, and a family-focused work culture.

This position is an opportunity for your strengths and experience to shine.

If this opportunity is a fit for you, and you would like to be a part of a dedicated and innovative group of people, please apply.

Job Type:

This is an in office, full-time position; days are Monday-Friday.

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • 11 paid holidays per year
  • Paid volunteer days & more

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

In compliance with Montana state laws, we provide reasonable accommodations for applicants with disabilities.

Education:

  • High school or equivalent (Required)

License/Certification:

  • Property & Casualty Insurance License (Preferred) or ability to obtain within 45 days of hire

Additional Information

This job description is not a comprehensive list of duties and may be adjusted as necessary.



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