Commercial Lines Customer Service Representative

ZipRecruiter; Lexington (KY); Remote; USD 40,000 - 60,000; Full time

Job summary

A family-owned agency in Lexington seeks a Commercial Lines CSR to join their team. This role involves providing exceptional customer service to existing clients regarding their insurance policies. The agency values professional development and offers a competitive benefits package including remote work options, PTO, and health insurance.

Benefits

Competitive Pay

Flexible Schedule

100% Paid Health Insurance

401K Employee Match

Dental and Vision

9 Paid Holidays

22 Days PTO

Professional Development

Job Stability

Qualifications

• Active insurance license required.
• Strong customer service orientation with problem-solving capabilities.
• Ability to manage time effectively and work independently.

Responsibilities

• Assist customers with questions, claims, and policies.
• Work with Account Manager on customer service for clients.
• Process renewal and cancellation requests for accounts.

Skills

Interpersonal Skills

Problem Solving

Customer Focus

Time Management

Technology Proficiency

Education

Active NC Property and Casualty Insurance License

Job description

Job DescriptionJob DescriptionAbout this Agency:
Local family owned agency that is family oriented with great benefits with many long term employees. The agency offers staff the ability to expand their knowledge with continuing education opportunities. OUR VALUES, what guides how we treat each other and our customer Quality, Service, Integrity, Teamwork, Respect, Innovation, Accountability, and FUN!

Job Description:
The Commercial Lines CSR at Breeden Insurance Services is responsible for assisting customers with questions, claims and existing policies; Works with Commercial Lines Account Manager to handle customer service for new and existing clients.
Benefits/Perks

• Extremely Competitive Pay: Willing to negotiate!
• Flex schedule
• Remote work
• Health Insurance is 100% paid
• 401K Employee Match options
• Dental and Vision
• 9 Paid Holidays
• PTO starting at 22 days
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Active NC Property and Casualty Insurance License.
• Excellent interpersonal and creative problem-solving skills.
• Demonstrate strong customer focus and an excellent phone manner.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency.