Insurance Customer Service Representative

6 days ago

SaintBauzilledePutois, Occitanie, United States Wallace Welch & Willingham Full time
Job Title: Client Service Representative, Personal Lines

We are Wallace Welch & Willingham, an IMA Company. We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. We thrive as a growth-oriented organization with a rich history of providing quality service and unwavering commitment to our clients and community. Our values of Accountability, Integrity, Success, and Passion drive us to excel in our work.

Job Summary:

The ideal candidate will be extremely customer service oriented and represent the agency with the highest ethical standards with a minimum of 3 years of industry experience. The candidate must be an exceedingly effective communicator and possess the skills to consult with customers. This is a fast-paced environment that requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He or she must be able to work independently and be a supportive team member.

Key Responsibilities:
  • Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
  • Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
  • Assist in training staff &/or mentoring others for the growth and development of new and existing staff.
  • Emphasis on knowing how to rate policies and be familiar with carrier underwriting guidelines.
  • Emphasis on retention efforts to including proactive calls, taking payments, creating portfolios.
  • Emphasis on providing back-up support to the CSR team and Advisors with regards to all customer service responsibilities.
  • Provide superior customer service to clients as defined by our agency culture.
  • Process all types of incoming insurance mail, i.e., endorsements, cancellations, new and renewal policies, etc.
  • Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
  • Verify the computer-generated policy declarations with information requested by the underwriter and/or agency for accuracy.
  • Update computer for cancellations, reinstatements. Send out form letter to clients as applicable.
  • Input customer applications into the agency management system from the carrier rating applications.
  • Report issues and follow up for resolutions with carriers and clients.
  • Assist in completion of Underwriting audits as required.
  • Assist in data entry, projects, or similar tasks as assigned.
  • Handle routine correspondence between carriers, agency, and insured.
  • Actively pursue referral opportunities to all departments.
  • Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
  • Be familiar with and follow Agency guidelines, policies, and procedures.
  • Other duties may be assigned, based on Agency needs.
Requirements:
  • Florida 4-40 or 2-20 License Required
  • High School Diploma/GED Required
  • 3 or more years experience in personal lines insurance
  • Solid understanding of all lines of Personal insurance
  • Ability to build rapport with each customer through active listening
  • Experience dealing with multiple insurance carriers
  • Knowledge of Applied "EPIC" Agency Management System beneficial
  • Proficient with Microsoft Word and Excel
Work Environment:

This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

Reports to:

Personal Lines Manager

Position Type:

Non-exempt

Other:

The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

Why Work at W3:
  • Competitive compensation plan;
  • Great benefits including medical, dental, vision, life & disability;
  • Paid Time Off;
  • Paid Holidays;
  • 401(k) with employer match;
  • Paid Continuing Education;
  • A culture that emphasizes respect for every individual.

Proud to be a EOE/DFWP/SFWP.

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