Commercial Lines - Customer Service Representative

Customer Service Representative
Commercial Lines

Position Summary:

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

Essential Job Functions:

• 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

• Enter client information into agency management system

• 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
  

• Skills/Experience/Training:

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.