We're seeking an organized and highly motivated Insurance Customer Service Representative to join our team!
This position will be handling a book of business while processing new/renewal business while providing customer service to clients as assigned and requested.
Responsibilities include but not limited to: • Responds directly and promptly to client inquiries and requests • Accurately prepares, processes, and reviews various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, proposals, etc. • Audits policies for coverages as quoted, proposed and bound. • Develops and maintain client service plans and manages mid-term changes • Responsible for new client setup and ongoing client maintenance in the agency management system. • Completes premium finance agreement requests • Requests and summarizes loss runs and process claims • Meets with clients as needed to enhance knowledge of client accounts. • Assists with new account development • Creates insurance proposal to compare competitive insurance program options
Required Skills • Excellent communication and interpersonal skills • Strong sales background • Good customer service skills • Attention to detail and accurate record keeping • Excellent time management skills and self-motivation • Computer experience with Windows based software • Ability to work in a team based setting
Qualifications:
Education and Experience: • High School diploma or equivalent required • Three or more years of experience in Personal and Commercial Insurance preferred • Life and Health Insurance experience a plus
Licenses or Certifications: • Active Wisconsin Property and Casualty license required