Customer Service Rep

Leavitt Group; Bethany Beach (DE); On-site; USD 20,664 - 34,440; Full time

Benefits offered by this job

401(k) with matching employer contributions

Health Savings Account (HSA)

Dental and Vision, FSA

Paid Vacation and Sick time

Professional Training & Development

Job summary

A leading insurance agency in Bethany Beach, Delaware is seeking a dedicated Customer Services Rep /Account Manager to provide outstanding customer service and support in the Personal Lines Department. Key responsibilities include maintaining customer information, assisting with claims, and ensuring compliance with insurance regulations. Candidates must be detail-oriented, possess strong communication skills, and be willing to obtain a P&C Insurance License. The position offers competitive pay, professional development, and a comprehensive benefits package including a 401(k).

Qualifications

• Must obtain a P&C Insurance License within 90-180 days of employment.
• Strong communication and organizational skills are essential.
• Experience with computer systems and software is preferred.

Responsibilities

• Provide customer support by interacting with customers and handling inquiries.
• Maintain customer information in the computer management system.
• Assist with claims processing and premium collection.
• Support Account Managers with client development.
• Answer coverage questions and recommend policy changes.
• Develop existing accounts and assist in acquiring new business.

Skills

Strong written and verbal communication skills

Detail oriented

Excellent follow-through

Experience with Windows, Outlook, Word, and Excel

Excellent keyboarding skills

Ability to organize, prioritize and self-manage

Confident and outgoing

Prior business office support experience

Education

High School Diploma/GED

Job description

As a Customer Services Rep /Account Manager within the Personal Lines Department your duties are key to the agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required. We will train candidates new to the industry.

What You'll Learn

• Provide customer support by talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts.
• Support Account Managers with special projects and client development.
• Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry.

Requirements

You will be required to obtain a P&C Insurance License within 90-180 days of employment.

Duties and Responsibilities

• Accurately maintain all customer information in the computer management system.
• Take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from the company are correct.
• Learn to be proficient and knowledgeable of the various company products.
• Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.
• Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).
• Once licensed, you will provide additional Personal lines support where you will receive insurance customer service training and be mentored by the agency’s manager.
• You will be able to answer coverage questions, and recommend coverage's, process policy changes.
• Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).
• Retain renewal business by contacting insured to review coverages.
• Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.
• Develop existing accounts by attempting to provide additional coverages on existing policies or add additional lines of business (cross-sell).
• Assist the agency in developing new business by providing accurate quotes in a timely manner; prepare proposals, and complete company required forms and requests.

Qualifications

• Strong written and verbal communication skills.
• Detail oriented, excellent follow-through.
• Demonstrable experience with Windows, Outlook, Word, and Excel. Excellent keyboarding skills and overall computer skills.
• Ability to organize, prioritize and self-manage workload in digital workflows.
• Confident and outgoing.
• Prior business office support experience a plus.
• High School Diploma/GED.

Benefits

• Competitive hourly rate.
• 401(k) with matching employer contributions.
• Health Savings Account (HSA).
• Dental and Vision, FSA.
• Paid Vacation and Sick time.
• Professional Training & Development.