Commercial Lines - Customer Service Representative

Job Description

Customer Service Representative
Commercial Lines

Assists producers, and Account Executives in increasing, retaining, and maintaining accounts.

• Assists clients with cancellations, telephone inquiries, mail requests and other services as needed.
• Order policies and request endorsements from the company as required.
• Provides solutions and resolves issues for clients in a timely and effective manner.
• Order renewal, expiration lists as needed and review lists to determine appropriate actions.
• Type proposals for producers to give to clients and maintain client files.
• Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application.
• Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance.

• Education – High school diploma or GED.
• Certification – 220 or 440 Required.
• Experience – 1 year of experience in customer service preferred.
• Excellent oral and written communication skills;
  Attention to detail;
  Ability to work well with others;
  Proficient in Microsoft Office Suite, Agency Management Systems.
• Physical – Ability to lift 25 lbs; ability to perform repetitive hand movements such as those required for computer work, and other physical abilities to perform the job responsibilities as detailed above.
• Other – Travel and overtime may be required to fulfill the requirements of this position.