Service Team Representative

About the role

The Service Team Representative plays a crucial role in supporting the Service Team and maintaining relationships with clients through efficient document processing and customer service.

Responsibilities

• Process and upload various documents into the system, including policies, cancellations, endorsements, quotes, renewal notices, etc.
• Complete daily and monthly carrier reports.
• Collect, sort, open, and scan physical mail documents into the system.
• Avoid conflicts by directing clients to the appropriate parties when needed.
• Deliver excellent customer service to clients through email and other interactions.
• Support the goals of the company by handling repetitive daily tasks.

Requirements

• Pay close attention to detail.
• Handle repetitive daily tasks.
• Maintain confidentiality.
• Have a high level of organization.
• Possess self-discipline and motivation.
• Be solution-driven and have problem-solving skills.
• Be detail-oriented.
• Work independently to achieve outstanding results.
• Ensure accuracy, precision, and execute client requests on time.
• Manage complex accounts and projects under tight time frames.
• Be a team player with a strong work ethic.
• Show strong leadership skills.

Qualifications

• High School Degree required.
• Successfully demonstrated customer service skills.

Skills

• Ability to pass the licensure test to obtain a P&C license.
• Effective professional verbal and written communication skills.

Benefits

• Comprehensive benefit and total compensation packages including health/dental/vision/life/disability insurance, FSA, HAS, and 401(k) accounts.
• Paid-time-off benefits such as vacation, sick, personal, floating holidays, and company holidays.
• Eligible annual bonuses, equity, and commissions may be available for some positions.

Pay

The expected salary range for this position is $45,000 and will be impacted by factors such as the successful candidate’s skills, experience, and working location, as well as the specific position’s business line, scope, and level.

Schedule

This is a hybrid role; must be in the Chicagoland area and be willing to come into the office once a week.