Personal Lines Customer Service Representative

Personal Lines Customer Service Representative

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This range is provided by Loman-Ray Insurance Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$40,000.00/yr - $50,000.00/yr

Direct message the job poster from Loman-Ray Insurance Group, LLC

Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique.

The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide: life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity – Loman-Ray Insurance Group, LLC.

Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals.

Personal Lines Customer Service Representative

Position Summary:

The Person al Lines Customer Service Representative is responsible for servicing and growing an assigned book of business, with the expectation of maintaining a working knowledge of existing accounts and developing additional lines. This role involves responding to client and carrier inquiries, processing new and renewal business, supporting claims, quoting, billing, and account rounding. The position requires strong client service, communication, and sales capabilities.

Key Responsibilities:

Customer Service & Account Management

• Meet with clients in-office or off-site when appropriate
• Screen and qualify walk-in and phone-in prospects
• Set up, organize, and maintain client files
• Collect necessary data from the insureds
• Complete and process applications, endorsements, and other policy-related documents
• Process certificates, notary requests, and other documentation
• Market new or renewal business within agency guidelines
• Maintain expiration lists and monitor renewals
• Rate and review policies for accuracy
• Arrange financing for new and renewal business
• Collect premiums on new accounts
• Input, update, and retrieve information in the agency management system
• Coordinate with clients, carriers, markets, and internal departments
• Handle client and carrier correspondence in accordance with agency standards
• Participate in training and support for other departments as needed
• Perform any other assigned duties or special projects

Claims Support

• Assist clients with claim reporting and follow-up
• Receive claim details from clients via phone, mail, or in-person meetings
• Review policies for coverage applicability
• Advise clients on next steps regarding estimates and billing
• Prepare and submit loss reports to carriers promptly
• Assist insureds with claimant communications and reporting requirements
• Coordinate state-required documentation, when applicable
• Follow up with carriers on claim status requests
• Close settled claims and ensure proper disbursement of settlement checks
• Organize first reports and associated bills
• Serve as liaison between employer, employee, and carrier

Qualifications:

• High School Diploma required; college degree preferred
• Minimum of 1 year of experience in personal lines insurance customer service, sales or account management
• Active Illinois Property & Casualty license required, or the willingness to obtain the license
• Thorough understanding of insurance coverages, underwriting, rating, claims processes, billing and collections procedures
• Working knowledge of Applied Epic desired; will consider experience with related agency management systems
• Proficiency…