Commercial Insurance Customer Service Representative II

Responsibilities

• Responds to internal and external customers and Agency or Company personnel requests for information on agency companies and products, including quoting assistance as needed.
• Manages customer inquiries with minimal direction and assistance.
• Maintains a working knowledge of all products, services, and procedures with all agency carriers.
• Demonstrates a history of high-quality work, dependability, and timely service responses.
• Provide help and advice to customers regarding policy and/or billing questions through professional communication.
• Investigate and solve the customer’s areas of concern.
• Process claim reports and follow-up with Company and/or client.
• Stay current on product knowledge, industry trends, and compliance requirements.
• Evaluate opportunities to enhance customer satisfaction and retention.
• Process policy changes, renewals, claims, and billing inquiries.
• Maintain detailed and accurate customer records in the agency management system according to company guidelines.
• Sets referrals from client base and refers leads to appropriate Agents or Customer Service Representatives.
• Identify opportunities to upsell or cross-sell products and services.
• Complete general office administration duties.

Qualifications

• High School Diploma or equivalent and 3 years of related experience; or Associate’s Degree and 1 year of related experience.
• All Level Candidates must posess the appriate insurance license or otain within the specified timeframe below:
• Property & Casualty License: Possess at time of hire or obtain within 90 days of hire.
• Crop or Life & Health Licenses: May be required based on management discretion and must be obtained within 6 months of hire if applicable.
• Education plan, special requirements and designations at manager’s discretion.
• Prior Property & Casualty (P&C) insurance experience
• Active Property & Casualty (P&C) license

Benefits

• In addition to a competitive salary, eligible employees may receive an annual discretionary bonus and acces to our benefits package including:
• Health, Dental, Vision & Life coverage
• 401(k) with Company Match
• Paid Time Off
• 8 Paid Holidays
• Volunteer Time Off
• Paid Parental Leave
• Hybrid/Remote Work Options
• Employee Assistance Program
• Tuition Reimbursement