Personal Lines Insurance Customer Service Representative - FL
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Key content: - Company description: Holman is a family-owned global automotive services organization... (first paragraph). That's "About the role"? Actually it's about company. Could be "About the role" or maybe "About the company". But headings allowed: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use About the role for company overview. - Principal Purpose of Position: list of duties. That's responsibilities. - Then "Dedicated to delivering exceptional customer care..." etc. That's skills/qualities. - Then "Some flexibility in work schedule. This position may require some evening and Saturday hours." That's schedule. - Then "Adaptability..." repeated. - Education and/or Training: Four-year college degree or demonstrated equivalent experience... Florida 2-20 Property & Casualty License required. Florida 20-44 license may be considered. Relevant Work Experience: Property and Casualty insurance experience is preferred, but not required. Planning/Organizing/Managerial Knowledge: Candidates must have an insurance license or be able to sit for and pass state licensing exams for both Property and Casualty. License issuance will be required within 90 days of joining the Holman organization. Flexibility in work schedule. This position will require some evening and Saturday hours. Qualified candidates will also be able to travel within the local NJ and PA markets for meetings, prospecting calls and network development. Adaptability... etc. - Then "Individuals must be highly organized and exceptional at following-up on assigned tasks Focused on learning and personal growth. Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business. This will include attending both live and recorded training sessions as well as independent study and 1-1 training in office. Communicating & Influencing Skills: Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment. A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources. Dedicated to delivering exceptional customer care to all prospects and clients of the business. Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies. Excellent writing and communication skills." - Then "REMOTE INDMISC" maybe location? Not needed. - Then benefits description: At Holman, we exist to provide rewarding careers... then benefits list: Health Insurance, Vision Insurance, Dental Insurance, Life and Disability Insurance, Flexible Spending and Health Savings Accounts, Employee Assistance Program, 401(k) plan with Company Match, Paid Time Off (PTO), Paid Holidays, Bereavement, and Jury Duty, Paid Pregnancy/Parental leave, Paid Military Leave, Tuition Reimbursement Benefits: Regular Full-Time ... etc. Also mention part-time/temporary sick leave. - Pay: "We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $22.59 - $29.94 USD per hour." - AI statement, EEO etc to be removed. We need to include sections only if they have real specific content. We have: - About the role: company description (first paragraph). Could also include mission statement later but that's boilerplate? The later paragraph about "At Holman, we exist to provide rewarding careers..." is more about benefits/culture; could be part of About the role or maybe separate but we only have allowed headings. We'll put that in About the role. - Responsibilities: list of duties from Principal Purpose of Position and subsequent bullet-like sentences. We'll extract each duty as
About the role
... company description ... maybe also mission statement? We'll include the first paragraph and maybe the later paragraph about Holman's purpose? But that's more about benefits/culture; could be included but not duplicate. Let's craft:
Holman is a family-owned, global automotive services organization anchored by deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around. The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.
Maybe also include the statement about Holman's purpose: "At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way." This is not boilerplate? It's about culture; could be included in About the role. We'll include that as additional. Now Responsibilities: We need to list duties from Principal Purpose of Position and subsequent sentences. Let's extract: - Handle incoming customer phone calls and either resolve issues or reroute to a team member. - Follow-up with customers as needed to ensure requests have been met. - Process policy changes, answer billing questions, issue insurance documents and certificates and other service requests that might come via phone, e-mail or mail. - Assist the sales team by organizing, scanning and electronically filing required insurance policy documents and customer information. - Assist the customer support team by assisting with policy audits, uploading or downloading information and helping with retention efforts. - Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested. - Participate in efforts to maximize renewal retention. These efforts might include renewal audits, client surveys or questionnaires conducted by phone, thank you calls, birthday or anniversary mailings or other customer care initiatives as directed. - Work closely with management team to help achieve premium, retention and growth targets for all lines of selected business. - Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization. Interact with Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives. This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the frontline. - Complete administrative tasks as directed by the leadership team including, but not limited to, taking incoming calls, making outbound customer calls, responding to e-mails, filing (electronic and paper), sorting and distributing mail, assisting with community and corporate events, responding to carrier communications and assisting the finance and accounting team with tasks that may be assigned. - Dedicated to delivering exceptional customer care to all prospects and clients of the business. (maybe skill) - Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies. (skill) - Some flexibility in work schedule. This position may require some evening and Saturday hours. (schedule) - Adaptability. Holman Insurance Services is the newest division in a successful group of growing companies. Candidates must have a “get it done” attitude and be willing to adapt and change as the business grows. (skill/quality) - Individuals must be highly organized and exceptional at following-up on assigned tasks. (skill) - Focused on learning and personal growth. (skill) - Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business. This will include attending both live and recorded training sessions as well as independent study and 1-1 training in office. (skill/training) - Communicating & Influencing Skills: Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment. (skill) - A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources. (skill) - Dedicated to delivering exceptional customer care to all prospects and clients of the business. (duplicate) - Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies. (duplicate) - Excellent writing and communication skills. (skill) We need to avoid duplication. We'll keep unique items. Now Requirements: - Four-year college degree or demonstrated equivalent experience as determined by department management. - Florida 2-20 Property & Casualty License required. A Florida 20-44 license may be considered for the right candidate. - Candidates must have an insurance license or be able to sit for and pass state licensing exams for both Property and Casualty. License issuance will be required within 90 days of joining the Holman organization. - Flexibility in work schedule. This position will require some evening and Saturday hours. - Qualified candidates will also be able to travel within the local NJ and PA markets for meetings, prospecting calls and network development. Also maybe "highly organized" etc is skill not requirement. Now Qualifications/Skills: We can combine into Qualifications (preferred) and Skills (abilities). But we have limited headings; we can use Qualifications for preferred experience and Skills for abilities. Qualifications: - Property and Casualty insurance experience is preferred, but not required. - Ability to develop genuine relationships with selected business partners and fellow team members. - Outgoing and able to