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Personal Lines Customer Service Representative

Hilb Group

Role overview

Qualifications

  • Education: High School or higher
  • Proficient data entry skills
  • Must be organized and have good time management skills
  • Excellent verbal and written communication skills required

Responsibilities

  • Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
  • Binding, filing/data entry
  • Order policies and request endorsements from the company as required
  • Provides solutions and resolves issues for clients in a timely and effective manner

Key facts

Hard skills

Data Entry Adobe XD Client Services Organizational Structure

Other skills

  • Microsoft Excel
  • Microsoft Outlook
  • Time Management
  • Communication
  • Detail Oriented
  • Problem Solving

About the company

Hilb Group logo

Hilb Group

Insurance

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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