Customer Service Representative

Pennsylvania Lumbermens Mutual Insurance Company; Philadelphia (Philadelphia County); On-site; USD 42,000 - 64,000; Full time

Job summary

Pennsylvania Lumbermens Mutual Insurance Company in Philadelphia seeks a Customer Service Representative to be the point of contact for policyholders and brokers. You will answer calls, provide information about claims and underwriting, and log new business submissions.

The role requires insurance experience, a Property & Casualty license, and strong communication skills. Proficiency with Microsoft Office and the ability to work in a fast-paced, paperless environment are essential.

Qualifications

• Insurance experience preferable for commercial lines
• Must obtain Property & Casualty Agent's license
• Participation in continuing education opportunities
• Proficiency in Microsoft software
• Comfortable working in a paperless environment
• Strong written and oral communication
• Ability to handle fast-paced, multi-functioning environments
• Ability to work with challenging customers
• Prior experience in customer service in insurance is a plus

Responsibilities

• Answer calls for all departments from the main customer service line following company standards
• Assist customers with general information about claims and underwriting
• Handle internal and external billing inquiries for insurance premiums, including e-payments and delinquency
• Process incoming emails to the Customer Service email address
• Log in all new business submissions
• Set up new claims from calls, emails, or faxes
• Obtain DNB reports
• Process Loss Run Requests and direct brokers to the Producer Portal
• Provide training to brokers on the Producer Portal
• Handle outbound calls for potential weather-related claims
• Provide backup support to other Customer Service Representatives
• All other duties as assigned

Skills

Insurance knowledge

Customer service

Communication

Multi-tasking

Microsoft Office

Education

Property & Casualty license

Tools

Microsoft Office

Job description

Description

Position Summary: The purpose of this position is to be the point of contact for our policyholders and brokers.

Essential Functions And Responsibilities

• Answer calls for all departments from the main customer service telephone number following company standards
• Assist customers with general information about claims and underwriting
• Handle internal and external billing inquiries for insurance premiums paid including assisting with e-payments and delinquency
• Handling incoming e-mails sent to the Customer Service e-mail address
• Log in all new business submissions
• Set up all new claims that are called in, e-mailed or faxed
• Obtain DNB reports
• Process Loss Run Requests and direct brokers to the Producer Portal
• Provide training to brokers on the Producer Portal
• Handle outbound phone calls for potential weather relate claims
• Provide backup support to other Customer Service Representatives to ensure company standards are met
• All other duties as assigned

Knowledge And Skills

• Insurance experience preferable commercial insurance
• Must obtain Property & Casualty Agent's license
• Must participate in the Company’s continuing education opportunities
• Proficiency in Microsoft software required
• Comfortable working in paperless environment
• Strong oral and written communication
• Ability to work in multi-functioning and fast paced environment
• Ability to work through difficult situations with customers
• Ability to prioritize workload

Physical Requirements

• Ability to communicate effectively by telephone
• Ability to sit for extended periods of time and to move intermittently throughout the workday
• Ability to travel solo for work functions