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Commercial Lines Customer Service Representative
4 months ago
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Customer Service Representative to their Lutheran Trust team in St. Charles Metro Region.
Job Summary:
Lutheran Trust currently has an excellent opportunity to add to their Customer Service team. If you are a motivated and service-focused employee, this position could be for you
- Are you seeking challenging yet meaningful work?
- Would you like to see and feel the impact you are making in your company?
- Do you thrive in a collaborative culture with open communication from the top down?
- Does making a difference in communities and in people's lives sound rewarding?
- Service the renewal process and provide on-going maintenance of Church, School, Camp, and Business Owners policies written through various carriers represented by Lutheran Trust and Church Asset Management.
- Solve customer problems and answer coverage questions, responding accurately and timely to customer queries.
- Resolve billing issues and provide premium breakdowns as requested.
- Process renewal letters, receive, review, and process renewal quotes and renewal policies relative to all aspects of policy servicing.
- Perform insurance reviews on all accounts services to assess coverage options or needs for policyholders.
- Continually engage in cross-selling and the marketing of additional coverages during the policy term.
- Process renewal surveys or other underwriting requests to gather necessary information for continuation of coverage or file review.
- Process issued endorsements and audits and draft correspondence to insureds as needed.
- Request MVR's, additional coverage and policy quotes, and loss histories.
- Request endorsements to policies whether via a carrier's online system or direct to the carrier.
- Issue Binders, Certificates of Insurance, and provide coverage summaries as needed.
- Possess strong PC knowledge and aptitude. Must be able to work fluently with Word and Adobe. Knowledge and ability to work with Excel.
- Ability to compose written correspondence and factual reports, which are well organized and concise, utilizing proper English, grammar, punctuation, and spelling.
- Must be friendly and have a desire to help others.
- Ability to convey clear, concise information to others, using verbal or other appropriate communication techniques.
- Ability to perform simple mathematical problems (addition, subtraction, multiplication, division, and compute percentages.)
- Property/Casualty Agent License desirable.
- Insurance designations a plus.
- College degree or 2 year degree
- Industry experience preferred.
- Property/Casualty Agent License desirable.
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
