Commercial Lines Account Representative

1 month ago


Harrisonburg, Virginia, United States LD&B Insurance Services Full time
Job Title: Commercial Lines Account Representative

At LD&B Insurance Services, we are seeking a highly motivated and customer-focused Commercial Lines Account Representative to join our team. As a key member of our organization, you will play a vital role in helping our business grow through constructive conversations and exceptional customer service.

Key Responsibilities:
  • Understand and apply risk management techniques and coverage options to meet the diverse needs of our business community.
  • Maintain a positive, empathetic, and professional demeanor towards customers, colleagues, and vendors at all times.
  • Demonstrate exceptional communication and customer relationship skills, utilizing our division's products and services to meet customer needs.
  • Manage a standard-sized or moderately complex group of clients, collaborating with colleagues to serve all clients within the division.
  • Provide prompt, accurate, courteous, and customer-focused service to clients, including responding to questions, resolving complaints, processing requests, providing information, researching problems, and developing solutions.
  • Provide feedback to the Division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement, and meet division goals.
  • Maintain accurate, complete, and timely records of all activity in the appropriate agency and partner data management systems.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Demonstrate regular and reliable attendance.
  • Other duties as assigned.
Requirements:
  • High school diploma or equivalent required.
  • Prior customer service experience required.
  • Current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same, or the ability to obtain these licenses, certifications, or credentials.
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Exceptional oral and written communications skills.
  • Strong organizational, analytical, and problem-solving skills.
  • Ability to understand and adhere to all requirements related to information security, privacy, and confidentiality at all times.


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