Insurance Customer Service Representative

5 days ago


La Crosse, Wisconsin, United States Ranahan Recruiting Full time
Job Description

Ranahan Recruiting is seeking a highly skilled and detail-oriented Insurance Customer Service Representative to join our team. As a key member of our insurance agency, you will be responsible for providing exceptional customer service to our clients and ensuring that their insurance needs are met.

Key Responsibilities:

  • Respond to incoming phone calls and greet visitors with a professional and courteous demeanor.
  • Prepare and submit insurance applications to eligible carriers in a timely and accurate manner.
  • Prepare proposals and renewal summaries to ensure that clients receive the best possible coverage.
  • Maintain accurate and up-to-date records in our agency management system.
  • Process new business, renewals, cancellations, and endorsement requests in a efficient and organized manner.
  • Prepare certificates, binders, surety bonds, and general correspondence as needed.
  • Complete MVR requests and trucking certificates according to scheduled rotation.
  • Administer change requests and endorsements in a timely and accurate manner.
  • Support a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, and vendors.

Requirements:

  • Excellent verbal and written communication skills.
  • Strong analytical thinking and organizational skills.
  • Ability to interact professionally and effectively with customers and team members.
  • Proficient computer skills, including the ability to document and access information.
  • Ability to manage multiple priorities, accurately, efficiently, and independently.
  • Attention to detail and ability to complete tasks with a high degree of accuracy.
  • Valid WI drivers license and acceptable driving history.
  • P & C license required.


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