Customer Service Representative, Personal/Commercial Insurance

Pay: $45,000-$55,000

Job description:

Job Summary:

The Customer Service Representative, will administer all aspects of the Personal/Commercial Lines insurance policies, assist in the planning and development of information systems and data support of Personal Lines insurance claims and policy management, and serve as a point of contact and liaison with internal and external constituents on Personal/Commercial Lines insurance policy and claims function.

· Assist Producer and Marketing with applications and quotes for prospects.

· Bind account and issue binders immediately when given binding instructions and down payment from the Producer.

· Issue certificates of insurance, state filings, auto ID cards, and state posting notices.

· Respond to all client, Producer, or carrier rep calls and e-mails.

· Oversee and manage the collection and maintenance of claims data and records. Input claims and send them to carriers.

· Review issues of certificates of insurance.

· Handle billing questions for insureds. Prepare past-due reports and advise the Producer of any down payments or installment payments that have not been received.

· Process requests for endorsements/claims and send them to carriers.

 Perform miscellaneous job-related duties as assigned.

Required Skills/Abilities:

· Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies.

· Knowledge and understanding of the principles and procedures for for Personal and Commercial Lines Insurance.

· Ability to investigate and analyze information and to draw conclusions.

· Skill in organizing resources and establishing priorities.

· Ability to use independent judgment and to manage and impart confidential information.

· Skill in the use of computers and related software applications.

· Ability to communicate effectively, both orally and in writing.

· Ability to develop and maintain record-keeping systems and procedures.

Education and Experience:

· 1-2 years of experience directly related to the duties and responsibilities specified, or two or more years of relevant work experience, which includes Customer Service and/or sales of insurance services.

· Experience in customer service and/or insurance sales.

· Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.

· Property & Casualty (P&C) Insurance Producer License required, but can be obtained upon hire.

· Proven ability to cultivate and maintain strong client relationships through exceptional service, effective communication, and responsiveness.

· Strong organizational, interpersonal, and problem-solving skills.

Ability to work independently. 

EQUAL EMPLOYMENT OPPORTUNITY

Ross Nesbit Agencies is committed to the principles of Equal Employment Opportunity. We believe our continued success depends on the full and effective utilization of qualified persons regardless of race, color, creed, religion, national origin, sex, age, mental or physical disability, marital status, Vietnam-era veteran or disabled veteran, sexual orientation, gender identity, status regarding public assistance, membership or activity in a local commission or familial status. All employee recruiting, hiring, training, compensation, benefits, tuition aid, transfers, promotions, social or recreational programs, and on-the-job treatment are to be administered without regard to any protected status in accordance with this policy. Every employee is expected to comply with the spirit and intent of the Equal Opportunity Act of 1972.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location: In person

Pay: $45,000.00 - $55,000.00 per year

Work Location: In person