Insurance Commercial Lines Customer Service Representative

Job Description

Job Description

Salary: TBD

Warren Insurance Group is seeking a Commercial Lines Customer Service Representative. The successful candidate will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Duties and Essential Job Functions:

• Provide service to existing clients related to updating policies, taking payments, answering questions, providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
• Support Commercial Lines team to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.
• Collaborate with team members, answer questions, and participate in formal and informal meetings as needed.
• Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors.
• Additional duties as assigned.

Qualifications, Etc.

• Hold an NC insurance license or being willing to obtain one in the first eight months of employment.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
• Have strong sense of urgency, attention to detail, organization, multi- tasking, and follow up skills.
• Have excellent time management skills with a personal accountability mindset.
• Have technology and computer proficiency, including agency management systems and carrier website navigation.