Personal Lines Customer Service Representative

Loman-Ray Insurance Group, LLC

Petersburg (IL)

On-site

USD 40,000 - 50,000

Full time

14 days+

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Benefits offered by this job

Competitive Compensation

Vision Insurance

Company Paid Disability Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

A local insurance provider in Petersburg, IL, is seeking a Personal Lines Customer Service Representative. This role involves servicing and growing an assigned book of business while providing excellent client support and communication. The ideal candidate will have insurance experience, strong organizational skills, and be licensed or willing to obtain a Property & Casualty license. Competitive compensation and benefits are offered, making it an exciting opportunity for those passionate about customer service in the insurance industry.

Qualifications

Minimum of 1 year of experience in personal lines insurance customer service or account management.
Active Illinois Property & Casualty license required or willingness to obtain.
Thorough understanding of insurance coverages and claims processes.

Responsibilities

Service and grow an assigned book of business.
Respond to client and carrier inquiries.
Process new and renewal business and support claims.

Skills

Customer service skills

Communication skills

Sales acumen

Organizational skills

Interpersonal skills

Education

High School Diploma

College degree (preferred)

Tools

Applied Epic

Microsoft Office Suite

Job description

Personal Lines Customer Service Representative

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Loman-Ray Insurance Group, LLC provided pay range

This range is provided by Loman-Ray Insurance Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $50,000.00/yr

Direct message the job poster from Loman-Ray Insurance Group, LLC

Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique. The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide: life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity – Loman-Ray Insurance Group, LLC.

Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals.

Personal Lines Customer Service Representative

Position Summary:

The Personal Lines Customer Service Representative is responsible for servicing and growing an assigned book of business, with the expectation of maintaining a working knowledge of existing accounts and developing additional lines. This role involves responding to client and carrier inquiries, processing new and renewal business, supporting claims, quoting, billing, and account rounding. The position requires strong client service, communication, and sales capabilities.

Key Responsibilities:

Customer Service & Account Management

Meet with clients in-office or off-site when appropriate
Screen and qualify walk-in and phone-in prospects
Set up, organize, and maintain client files
Collect necessary data from the insureds
Complete and process applications, endorsements, and other policy-related documents
Process certificates, notary requests, and other documentation
Market new or renewal business within agency guidelines
Maintain expiration lists and monitor renewals
Rate and review policies for accuracy
Arrange financing for new and renewal business
Collect premiums on new accounts
Input, update, and retrieve information in the agency management system
Coordinate with clients, carriers, markets, and internal departments
Handle client and carrier correspondence in accordance with agency standards
Participate in training and support for other departments as needed
Perform any other assigned duties or special projects

Claims Support

Assist clients with claim reporting and follow-up
Receive claim details from clients via phone, mail, or in-person meetings
Review policies for coverage applicability
Advise clients on next steps regarding estimates and billing
Prepare and submit loss reports to carriers promptly
Assist insureds with claimant communications and reporting requirements
Coordinate state-required documentation, when applicable
Follow up with carriers on claim status requests
Close settled claims and ensure proper disbursement of settlement checks
Organize first reports and associated bills
Serve as liaison between employer, employee, and carrier

Qualifications:

High School Diploma required; college degree preferred
Minimum of 1 year of experience in personal lines insurance customer service, sales or account management
Active Illinois Property & Casualty license required, or the willingness to obtain the license
Thorough understanding of insurance coverages, underwriting, rating, claims processes, billing and collections procedures
Working knowledge of Applied Epic desired; will consider experience with related agency management systems
Proficiency with Microsoft Office Suite
Strong oral and written communication abilities
Professional phone etiquette with a service-focused approach
Proven sales acumen and account development skills
Excellent interpersonal and client relationship skills
Strong organizational skills with attention to detail
Commitment to continuing education and advancement of technical insurance knowledge through approved courses or professional programs
Ability to pass a criminal background check, as permitted by law

Physical Requirements:

Frequently sit, stand and walk
Regularly required to talk or hear
Frequently required to use hands or fingers to handle or feel objects, tools or controls
Occasionally required to climb or balance, stoop, kneel, crouch or crawl.
Occasionally lift and/or move up to 25 pounds
Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus
The noise level in the work environment is usually moderate
Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary

Office Location: 605 Old Salem Road, Petersburg, IL 62675

Hours: Monday-Friday, 8:30am-4:30pm

Competitive Compensation
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

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