Customer Service Advocate
4 days ago
Harrison Gray Search and Consulting LLC is seeking a highly skilled Customer Service Representative to join our team in La Crosse, Wisconsin. This role involves working closely with the account manager, preparing proposals, answering phone calls, greeting and directing visitors, entering change requests and endorsements, and maintaining our agency management system.
Estimated Salary: $50,000 - $65,000 per year.
Responsibilities
- Complete applications in coordination with Agents, Account Executives or Account Managers, and submit them to eligible carriers.
- Prepare proposals and renewal summaries, and maintain accurate data in our agency management system.
- Administer new business, renewals, cancellations, and endorsement requests.
- Prepare certificates, binders, surety bonds, and general correspondence.
- Complete MVR requests and trucking certificates according to scheduled rotation.
- Act as primary and/or secondary back-up to the front desk receptionist if applicable.
Benefits
- Full-Time employment
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Requirements
- High School diploma or equivalent required; Associates or Bachelors degree preferred.
- One-year insurance industry experience in personal lines, minimum.
- Current licensure or ability to obtain Property & Casualty Resident Intermediary granted by the State of Wisconsin.
About Harrison Gray Search and Consulting LLC
We are a professional search firm dedicated to providing exceptional service to our clients and candidates. Our experienced team understands the importance of finding the right fit for every position, and we strive to make the hiring process as seamless as possible.
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