Customer Service Representative - Commercial Lines

ZipRecruiter; Eau Claire (WI); Remote; USD 40,000 - 55,000; Full time

Job summary

A regional insurance provider is searching for a Customer Service Representative to support their Commercial Service Work Group. This role involves preparing proposals, answering phone calls, and maintaining accurate data in the agency management system. Qualified candidates should have at least 3 years of experience, a Property & Casualty license, and exceptional communication skills. The position offers a chance to work remotely and provides comprehensive benefits, including health and retirement plans.

Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

Insurance

Qualifications

• 3+ years' experience with certificates and commercial processing.
• Valid WI drivers license and acceptable driving history.
• Ability to document and access information effectively.

Responsibilities

• Completes applications and submits to eligible carriers.
• Prepares proposals and renewal summaries.
• Delivers exceptional customer service.

Skills

Excellent verbal and written communication skills

Strong analytical thinking and organizational skills

Ability to interact professionally and effectively with customers and team members

Job description

Job Description

Spectrum Insurance Group is searching for a Customer Service Representative to join our Commercial Service Work Group. This position can work out of any of our Spectrum offices or remote.

The Customer Service Representative will work with account managers, prepare proposals, answer incoming phone calls, greet and direct office visitors, enter change requests and endorsements, and maintain our agency management system with current information.

Qualified candidates will hold a Property & Casualty license and have 3+ years' experience with certificates and commercial processing. EPIC experience is, but will consider experience with other Agency Management Software systems.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan
• Evenings Off
• Insurance

Responsibilities

Production Support

• Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
• Prepares proposals and renewal summaries
• Maintains agency management system with up-to-date and accurate data
• Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
• Prepares certificates, binders, surety bonds and general correspondence
• Completes MVR requests and trucking certificates according to scheduled rotation
• Administers change requests and endorsements
• Answers incoming phone calls, greets and assists agency visitors
• Acts as primary and/or secondary back-up to front desk receptionist, if applicable

Administrative

• Organizes tasks and resources to complete work and meet deadlines according to established procedures
• Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
• Responds to incoming phone calls and emails promptly and effectively
• Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

• Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction
• Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
• Answers customer questions and resolves complaints in a timely and efficient manner
• Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors

Requirements

Required Knowledge and Skills

• Excellent verbal and written communication skills
• Strong analytical thinking and organizational skills
• Ability to interact professionally and effectively with customers and team members
• Proficient computer skills including the ability to document and access information
• Ability to follow existing processes, procedures, and verbal instruction
• Ability to manage multiple priorities, accurately, efficiently, and independently
• Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

• Valid WI drivers license and acceptable driving history
• Current licensure or ability to obtain a Property & Casualty Intermediary granted by the State of Wisconsin