Insurance Service Representative
6 days ago
About Evergreen Insurance Agency
We are a primarily commercial agency with personal lines specialties. Our team strives to provide excellent customer service and expand our service department to offer specialized coverage to our clients.
Job Summary
We are seeking an experienced CSR/Processor to join our team. As a key member of our staff, you will be responsible for processing applications, following company guidelines, and providing exceptional customer service to achieve Agency Retention & Growth Goals.
Salary Information
The estimated salary for this position is between $40,000 and $60,000 per year, depending on experience and qualifications.
Job Responsibilities
- Process applications and follow company guidelines
- Provide exceptional customer service to clients and companies
- Service existing client Book of Business, including processing simple and complex certificates of insurance, endorsements, and policy inquiries
- Resolving policy inspections and audits for existing and new book of business
- Policy retention, handling issues, and processing cancellations
- Courtesy calls for renewals or follow-ups for new business
- Obtain detailed information and complete applications for submission to companies
- Data input to tracking spreadsheets in real-time
- Paper-processing, folders/files/transactions, scanning
Required Skills and Qualifications
To be successful in this role, you will need:
- Data entry skills
- Microsoft Office Suite - Word, Excel a must
- Thoroughness, organization, typing, attention to detail
- Decision making, informing others, internal communications, results-driven
Benefits
As a valued member of our team, you can expect:
- A competitive salary range of $40,000-$60,000 per year
- Quarterly performance reviews with opportunities for increases
- PAID holidays after 6 months
- PAID personal days after 6 months
- PAID vacation after 1 year
- Entry-level to experienced positions available
Others
This is a full-time position with a flexible schedule. We strive to maintain a positive work environment and encourage professional growth.
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