Commercial Lines Customer Service Representative

RLK Inc dba; King Insurance; Omaha (NE); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability

Job summary

RLK Inc dba; King Insurance is looking for a Commercial Lines Customer Service Representative in Omaha, Nebraska. The role involves managing policies, providing quotes, and serving existing clients, along with collaboration and strong phone skills.

Qualified candidates will have a Bachelor’s degree or equivalent experience and at least two years in commercial lines insurance management. Flexible work-from-home options are available, making this an attractive opportunity in a stable industry.

Qualifications

• Minimum of two years commercial lines insurance account management experience.
• Strong knowledge of insurance products, rating, underwriting procedures, and coverages.
• Strong written and verbal communication skills.

Responsibilities

• Update policies, provide quotes, and handle customer inquiries.
• Answer customer calls regarding new or existing insurance policies.
• Assist clients in understanding their needs and policy options.
• Review existing policies and provide recommendations.
• Resolve product or service issues with clients.
• Maintain records of customer interactions.
• Collaborate with team members and participate in meetings.

Skills

Phone skills

Data entry accuracy

Customer focus

Time management

Problem-solving

Education

Bachelor’s Degree or comparable work experience

Tools

AMS 360

Job description

Job Description

The Commercial Lines CSR position we have open at King Insurance is responsible for updating and maintaining current account information on commercial applications. Top qualities we are looking for include excellent phone skills, ability to input data accurately on Accord forms with AMS 360, as well as professionalism through daily interaction with customers, insurance carriers, and fellow employees.

Benefits/Perks

• Competitive Pay for either full or part time employment.
• 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.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
• 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.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• 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.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years commercial lines insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

Flexible work from home options available.