Personal Lines Client Service Representative

2 weeks ago


Sycamore, Illinois, United States OneDigital Full time
About the Role

We are seeking a highly skilled and motivated Personal Lines Client Service Specialist to join our team at OneDigital. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Key Responsibilities
  • Provide prompt, accurate, and courteous service to clients, account executives, and insurance companies regarding personal lines accounts and claims.
  • Responsible for the reporting and service of open claims, ensuring timely and accurate settlement.
  • Assist the Personal Lines Department in ensuring all procedures and insurance regulations are communicated to and adhered to by all employees within the department.
  • Understand and successfully use agency automation and follow all agency systems procedures and insurance company regulations.
  • Receive telephone calls and other agency referrals for new business, gathering necessary information and completing applications.
  • Maintain customer files, checking and attaching various transactions to customer files.
  • Review all incoming mail the day it is received and process it accordingly.
  • Review and order all necessary renewals no later than 60 days prior to expiration date, preparing proposals for new accounts and renewal business as needed.
  • Receive claim information regarding a loss and report the information to the insurance company the day it was received.
  • Advise the insured on the necessary processes for the settlement of the loss.
  • Follow-up with insurance companies for the timely and accurate settlement of the loss.
  • Respond to customers' inquiries and questions regarding the status of the loss.
  • Notify management of any potential business practices that may lead to an E&O claim.
  • Attend training programs and meetings sponsored by the agency and/or companies.
  • Attend continuing education classes to ensure all hours are completed to retain insurance license.
Requirements
  • High school diploma or GED required. Some college preferred.
  • Willing to acquire a P & C Insurance License, Required.
  • Experience with AMS 360 a plus.
  • Insurance experience preferred, preferably within an independent agency.
What We Offer

We offer a competitive salary, variable compensation, commission, and/or annual bonus based on individual performance and/or company performance. Eligible employees receive 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



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