Commercial Lines Customer Service Agent

Commercial Lines Customer Service Agent

Description:

The Commercial Lines Customer Service Agent is responsible for working with the Account Manager in providing timely and professional service for the clients. The CSA is expected to develop a knowledge of assigned accounts and is expected to meet the department’s Standard of Excellence for client service, professionalism, and work attitude.

Essential Duties and Responsibilities:

• Processes emails in agency boxes and moves them to the Account Manager folder if it pertains to a renewal

• Responds to customer inquiries regarding policy changes, etc., promptly

• Places Certificate requests in the appropriate folder or process them when needed

• Assists the Account Manager with marketing during the marketing and quotation process

• Assists clients/policyholders in filing claims or making claim updates

• Processes renewal certificates

• Follows department procedures for processing and preparation of customer correspondence, certificates of insurance, binder, cancellation requests, insurance ID cards and internal correspondence as requested, ensuring that activities and follow-ups are set and the client file in the agency management system is updated and consistent

• Fulfills other duties as assigned

Skills and Knowledge:

• High School diploma or general education degree (GED)

• Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others

• Possess current Property, Casualty Insurance License

• Basic knowledge of Insurance products

• Knowledge of insurance rating and underwriting

Leavitt Group offers a full and attractive benefits package including;

• $50,000-$60,000 depending on experience

• Health Insurance

• Dental and Vision Insurance

• 401(k) with matching employer contributions.

• HSA and FSA

• Paid sick and vacation leave

Working Conditions/Needs:

• High-pressure, fast paced environment with significant telephone and personal disruption.

• Must have an ergonomic desk and chair. Desk large enough for two large monitors and laptop (provided by Leavitt)

• Quiet space – able to have conversations with clients, carriers, co-workers without background noise (family/children/animals).

• Must have high-speed internet connection – 50MB Up and Down or Higher. (Your internet provider will understand these numbers).

• Internet connection (not Wi-Fi) in your workspace.

Leavitt.com

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 280 locations across 32 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

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