05/08/2023
Job Opportunity
Job Title:
Personal lines Customer Service Representative
Position Type:
Full Time
Monday - Thursday 8-5
Friday 8-3:30
Department/Group:
Personal Lines Travel Required:
To office, yes
Location:
Wharton, TX Will Train Applicant(s):
Yes
Level/Salary Range:
negotiable upon experience
401K
Applications Accepted By:
EMAIL: [email protected]
Subject Line: Personal Lines Job Application
Job Description
The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The customer service rep will be the day-to-day liaison between the insurance company and designated clients. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client’s accounts, including all endorsement activity, routine coverage questions, problem solving, checking and binding policies.
RESPONSIBILITIES
Customer Service- Servicing any Personal Lines client as needed with respect to calls, emails, faxes, mail, office visits.
New Business- Writing new Personal Lines policies for existing and new clients as needed. This includes quoting, application preparation, completion of binders if needed, policy issuance, and posting of down payments.
Policy Change Requests- Discussing and advising policy change requests with client and set up for processing.
Account Rounding- Asking current clients for the opportunity to quote other lines of insurance for them and will complete the new business process if successful.
Data Entry/File Maintenance- Documenting all activity on account in agency management system including but not limited to, conversations with client &/or company representative and action taken in an email, scan and attach all paper and email correspondence to client file, set up new policies, create suspense notes, and create policy change requests.
Retention- Reviewing renewal policies, making suggestions to clients, and remarketing if necessary to retain the business.
Guide clients with the claims reporting process and being available to assist with client questions throughout the claim which may include calls/emails to company claim reps., or adjusters.
Electronic Mailboxes- Addressing / responding to mail of team in shared electronic mailbox so as to remain current in workload.
Teamwork- Assisting Personal Lines producers with clients and workload as needed.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
High School Diploma required
Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
Ability to understand written and oral communication, and interpret abstract information.
Property, Casualty Agents License- We will pay for training to become licensed.
Ability to carry out complex tasks with many concrete and abstract variables.
Basic computer skills, including email and Microsoft programs.
PREFERRED SKILLS
Knowledge of insurance products and usages.
Knowledge of insurance markets and reference to markets.
Knowledge of insurance rating and underwriting procedures.
At least 1 year of personal lines insurance experience is preferred (willing to train an inexperienced desirable candidate)
ADDITIONAL NOTES
Additional Notes
