Commercial Lines Customer Service Representative

First State Community Bank; Lebanon (MO); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) with employer match

Supportive leadership

Stable work environment

Job summary

First State Insurance Agency seeks a motivated Commercial Lines Customer Service Representative to support current and prospective clients and assist Account Managers with a busy book of business.

Responsibilities include delivering exceptional customer service, processing renewal applications, preparing proposals after quotes are approved, and using AMS360 for on-line changes, with emphasis on accuracy and timely follow-ups.

Qualifications

• Excellent customer service skills.
• Must possess and maintain Commercial Lines insurance license.
• Exceptional written and verbal communication skills.
• Proficient in Microsoft Office.
• 1–2 years' industry-specific experience preferred.
• Strong sense of punctuality and attendance.
• High school diploma/GED.

Responsibilities

• Provide exceptional customer service to clients while building relationships with clear, effective communication.
• Review all activities/follow-ups daily and check all changes for accuracy.
• Review/Process all assigned documents within the prescribed processing times.
• Prepare proposals once quotes have been approved by producer or account manager.
• Prepare Proof of Coverage documentation (Certificates/Auto ID Cards, etc.).
• Deliver Summary of Insurance to producers and account manager on a timely basis (150 days prior to renewal).
• Assist with policy change requests on-line using AMS360.

Skills

Customer service

Microsoft Office

Commercial Lines license

Written & verbal communication

Punctuality & attendance

High school diploma/GED

Education

High school diploma/GED

Tools

AMS360

Microsoft Office

Job description

Commercial Lines Customer Service Representative

First State Insurance Agency Company Info

First State Insurance Agency is a subsidiary of First State Bancshares. This means we have a whole family of support and a large backing. We are a growing insurance and financial services organization serving most states across the nation. Our home office is in Farmington, MO with numerous locations throughout Missouri.

Make a Positive Impact

First State Insurance Agency is looking for a motivated candidate with a strong customer service focus to fill the role of Commercial Lines Customer Service Representative. The Commercial Lines CSR provides service to current and prospective customers, as well as supporting Account Manager/Senior Account Manager and the book of business assigned to the team. In this role you will perform functions personally and in collaboration with the team.

Responsibilities in Accordance with Our Corporate Values

Professionalism

• Provide exceptional customer service to all clients while building relationships with clear effective communication
• Maintain confidentiality in all dealing with clients and within the agency

Accountability

• Review all activities/follow-ups daily and check all changes for accuracy
• Review/Process all assigned documents within the prescribed processing times
• Prepare Proposals once quotes have been approved by producer or account manager

Initiative

• Prepare Proof of Coverage documentation (Certificates/Auto ID Cards, etc.)
• Deliver "Summary of Insurance" to producers and account manager on a timely basis (150 days prior to renewal)
• Assist with policy change request on-line using, e-mail from AMS and create activity/follow-up

Adaptability

• Enter new or updated renewal application provided by producer or account manager using the submissions feature in AMS360.
• Assist with new and renewal marketing as directed by AM or Senior AM.

What You Can Expect

• Competitive pay and benefits package - with variable compensation program based on team performance
• 401(k) with generous employer match benefit
• Helpful, qualified, and available leadership
• A caring, stable work environment

Qualifications

• Excellent Customer Service skills
• Proficient in Microsoft Office
• Must possess and maintain Commercial Lines insurance license
• Exceptional written & verbal communication skills
• 1 to 2 years' industry specific experience preferred
• Strong sense of punctuality & attendance
• High school diploma/GED

Additional Information

Being a First Stater

Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.

Do you have what it takes to be a First Stater?

First State Bancshares, Inc, is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.