Personal Lines (Insurance Agency) Customer Service Representative (CSR)

The Personal Lines (Insurance Agency) Customer Service Representative (CSR) is responsible for assisting the Producers with the retention and servicing of existing personal lines clients by providing a high standard of service.

A 2-20 License is required.

The ability to work in a fast-paced environment with strong attention to detail is essential.  You will be fully engaged and busy from the first day.

Due to the anticipated volume of responses, we will contact only those candidates who most closely match our requirements. 

Great benefits are available including health insurance and 401(k) plan (waiting periods apply).

ESSENTIAL FUNCTIONS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING:

• Process daily mail in a timely manner,

• Receive requests via phone calls from clients and companies; comply with the requests and/or refer to the Producers,

• Inform and educate clients about policy coverages, changes, exclusions and insurance coverage needs,

• Process change requests from clients,

• Take claim information from the insured and notify the company for processing,

• Review expiration list with Producerss to discuss renewal process,

• Prepared Renewal Proposals as needed,

• Forward Renewal instructions to carrier and follow up to make sure policies are processed timely,

• Review renewal policies for accuracy before forwarding them to the client,  

• Maintain a follow-up and suspense file to insure that issues are being processed and resolved in a timely manner,

• Invoice all agency bill endorsements, policies and audits within 24 hours of receipt,

• Maintain Computer files in an orderly, up-to-date manner,

• Determine reasons for request for cancellations; take action to save account; notify Producers according to agency standards,

• Refer current and prospective clients to life/benefits department and to commercial lines for solicitation for those lines of business,

• Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions,

• Participate in seminars and other training to maintain required license and for knowledge and skill development,

• Provide technical support to Producers to benefit clients and to reach agency’s business goals, and

Perform other duties as requested.