Commercial Lines Property & Casualty Insurance CSR

The Commercial Lines Property and Casualty Insurance Customer Service Representative is responsible for maintaining solid customer relationships by handling inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees. This position supports our Commercial Lines team and provides room for growth.
Benefits/Perks

• Competitive Pay
• Full benefits package after 90 days
• Professional Development
• Job Stability in a growing industry
• Small Independent Agency culture

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, creating certificates, taking payments, answering questions, and providing documentation when requested.
• Answer customer calls and correspondence regarding new or existing insurance policies and help service claims.
• Work with new clients or support a producer or account manager in an effort to understand a prospect's needs, gather necessary data, research policy options, finalize and bind new coverage and cancel old policies.
• Support a producer or account manager to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, and bind renewals.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, and producers on a daily basis.

Qualifications

• Valid IL insurance license preferred or willingness to become licensed within one year
• Have a minimum of one year of Commercial Lines insurance experience or comparable work experience.
• Bachelor's degree preferred but not necessary
• Demonstrate strong knowledge of insurance products and usages
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

Flexible work from home options available.