Customer Service Rep

Customer Services Rep /Account Manager

As a Customer Services Rep /Account Manager within the Personal Lines Department your duties are key to the agency's success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required. We will train candidates new to the industry.

You will learn to;

• Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts,
• Support Account Managers with special projects and client development
• Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry.

Requirements :

You will be required to obtain a P&C Insurance License within 90- 180 days of employment.

· One must possess strong customer service skills, and attention to detail.

Duties and

Responsibilities include:

· Accurately maintain all customer information in the computer management system.

· Take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from the company are correct.

· Learn to be proficient and knowledgeable of the various company products.

· Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.

· Issue the proper insurance verification documents to the insured (auto , certificates, etc.).

Once licensed, you will provide additional Personal lines support where you will receive insurance customer service training and be mentored by the agency's manager.

· You will be able to answer coverage questions, and recommend coverages, process policy changes.,

· Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).

· Retain renewal business by contacting insured to review coverages.

· Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.

· Develop existing accounts by attempting to provide additional coverages on existing policies or add additional lines of business (cross-sell).

· Assist the agency in developing new business by providing accurate quotes in a timely manner; prepare proposals, and complete company required forms and requests.

Qualifications

o Strong written and verbal communication skills

o Detail oriented, excellent follow-through

o Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills

o Ability to organize, prioritize and self-manage workload in digital workflows

o Confident and outgoing

o Prior business office support experience a plus

o High School Diploma/GED

Why you should apply

Farm Creek Insurance has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group, one of the nation's largest privately-owned insurance agency brokers. Being a member of our team offers a competitive hourly rate and opportunities for growth and a full benefits package that includes:

o 401(k) with matching employer contributions,

o Health Savings Account (HSA)

o Dental and Vision, FSA

o Paid Vacation and Sick time

o Professional Training & Development

Interested candidates are encouraged to apply!