Senior Insurance Customer Service Rep

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Oversee and manage property and casualty insurance processes, including claims handling, documentation, and data entry
• Lead risk management activities, including research and assembly of financial loss data and prior insurer information
• Review insurance coverage, invoices, and loss runs for accuracy, completeness, and compliance
• Prepare, review, complete, and issue insurance proposals for prospective and current clients
• Serve as a subject matter resource by supporting training, guiding team members, and maintaining effective relationships with internal and external stakeholders
• Support system maintenance and accurate use of agency systems and processes
• Provide training and ongoing education on systems, account handling procedures, and customer service standards
• Guide team members on application setup, policy management, billing processes, and documentation requirements
• Respond to customer inquiries related to claims, coverage, and policy services in a timely and professional manner
• Support preparation of insurance binders, certificates, follow-up processes, and standard agency documentation
• Perform other duties and responsibilities as assigned

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• Strong understanding of property and casualty insurance concepts, underwriting practices, and risk management principles
• Ability to analyze risk, interpret loss data, and develop comprehensive insurance proposals
• Knowledge of insurance systems, account management processes, and regulatory requirements
• Strong leadership and training skills with the ability to guide and develop team members
• Ability to communicate clearly and professionally with clients, carriers, and internal teams
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• High attention to detail and accuracy in documentation and data management
• Intermediate to advanced proficiency in Microsoft Office applications and related systems
• Strong problem-solving and decision-making skills
• Ability to maintain confidentiality and handle sensitive information appropriately

POSITION REQUIREMENTS

• High school diploma or equivalent required
• Associate degree preferred
• Minimum three to five years of experience in the commercial insurance field required
• Property and Casualty license required
• Health and Disability license preferred
• Demonstrated experience in claims processing, proposal development, and risk management activities
• Experience training or supporting team members preferred
• Intermediate accounting knowledge and understanding of financial data required
• Demonstrated regular on-site attendance required
• Equivalent combinations of education and relevant work experience will be considered