PL/CL CSR

Responsibilities

• Provide exceptional customer service to clients by addressing inquiries and resolving issues promptly.
• Perform manual data entry for servicing accounts with accuracy and attention to detail.
• Support both Personal Lines and Commercial Lines accounts.
• Collaborate with team members to maintain a positive and productive work environment.
• Utilize software tools such as Microsoft 365, AMS360, and GoTo to manage daily tasks efficiently.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: 1-3 years of relevant experience in customer service or insurance.
• Technical Skills: Proficiency in Microsoft 365, AMS360, and GoTo software.
• Preferred Background: Open to candidates with experience in captive insurance.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work onsite in Pepin, WI or Durand, WI.

Pay

Salary: $50,000 annually, with opportunities to transition into a sales role that includes new business commission on the first year.

Benefits

• Health insurance (50% of the employee's monthly premium covered).
• Free dental insurance.
• Group life insurance, long-term disability (LTD), and short-term disability (STD) coverage.
• Paid Time Off (PTO): 3 weeks of PTO to start, increasing to 4 weeks after 5 years of service.