Commercial Lines Customer Service Specialist

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

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.