Personal Lines Customer Service Agent

Responsibilities

• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Burns Insurance colleagues.
• Primary point of contact for all incoming service calls.
• Processes quotations, binders, certificates of insurance, new business, renewals, cancellations, endorsements, and first report of claims as needed.
• Maintains complete and accurate files and inputs necessary data on the company’s agency management system.
• Supports the Sales staff in obtaining, maintaining, and expanding business.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Develops new business from existing accounts and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Executes daily job responsibilities, including responding to voice mail, email, and client inquiries in a timely manner.
• Maintains service standards as outlined in the procedure manual.
• Maintains confidentiality requirements regarding insurance coverage.

Qualifications

• High School diploma or equivalent.
• Hold Wisconsin insurance license or secure within first 90 days of employment.