Role overview

Qualifications

High school education or higher
Proficient data entry skills with strong attention to detail
Proficient in Word, Excel, Adobe, Outlook and able to quickly learn new programs
Excellent verbal and written communication skills and ability to work in a fast-paced environment as a self-starter

Responsibilities

Assists clients with cancellations, telephone inquiries, mail requests, and other services as needed
Performs binding, filing and data entry and maintains client files
Orders policies and requests endorsements from the company as required
Updates Certificates of Insurance and requests Loss Runs

Key facts

Remote from: United States
Full time
Customer Service Representative (B2B)
English

Hard skills

Casualty Insurance Proposal Development Data Entry Issue Management Policy Enforcement Digital File Management Mail Processing Adobe Creative Cloud Management Systems Disability Claims Online Communication Organizational Structure

Other skills

Microsoft Excel
Microsoft Outlook
Microsoft Word
Non-Verbal Communication
Time Management
Teamwork
Customer Service
Detail Oriented
Quick Learning
Problem Solving

About the company

Hilb Group | HR Consulting Practice

Human Resources Services

From employee handbooks to recruiting for key roles to staying up-to-date on compliance requirements, human resources can be time-consuming and complex — but it doesn’t have to be. Hilb Group | HR Consulting can help. Big needs, small projects, and everything in between – with our HR Consulting Practice, you have direct access to HR experts without adding to payroll. With more than 2,000 employees and service to all 50 states, Hilb Group has the resources and offerings of a large organization, but the attentiveness, local relationships and customized solutions that a smaller firm can bring. Our clients get more that way – the Hilb difference.

Company details

IndustryHuman Resources Services

Company size11 - 50

Links

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Job description

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines CSR to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.

Responsibilities:

Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
Binding, filng/data entry
Order policies and request endorsements from the company as required
Policy verification assistance
Updating Certificates of Insurance
Requesting Loss Runs
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

Qualifications:

Education: High School or higher
Proficient data entry skills.
Must be organized and have good time management skills
Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
Must be detail oriented with a strong attention to detail
Excellent verbal and written communication skills required
Must be able to work in a fast-paced environment and be a self-starter

Benefits:

Company Paid Life Insurance, Long-Term and Short-Term Disability.
Medical, Dental, Vision and FSA/HSA plans.
401(k) with company match.
Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
Generous PTO.
An awesome team of professionals!

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.