Insurance Customer Service Representative

Job Description

At Harvis, Inc. we work to support business owners, their managers and Human Resource “departments of one” giving them a trusted HR Partner to whom they can delegate HR responsibilities.

Harvis is not a temporary staffing agency. We partner with clients to help identify and hire the right employees.

Our client, Corbett Insurance is seeking an outgoing, career-oriented professional to join our team. The ideal preferred candidate is someone with a licensed Commercial Lines insurance background.

Corbett Insurance is open to considering candidates with personal lines experience and is willing to train.

Responsibilities:

Build strong relationships with clients & carrier personnel to maintain retention

Follow up with clients' queries, solicit further sales, and solve or refer problems

Be organized and efficient

Conduct needs-based customer policy reviews and update coverage

Ensure a positive customer experience

Job Duties:

Develops complete client information and applications for new and renewal business under the direction of the Agency Owner

Processes change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status when requested

Maintains files with proper records according to company procedures. Maintains good internal file audit results

Assists in the development of solid business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships

Ensures accuracy of account information for new and renewal policies, endorsements, and audits for accuracy in rating, coverage, and signatures, and enters these transactions to generate billing invoices promptly

Reviews all premium audits according to Agency procedures recognizing that the Agency must process them promptly

Attend training and seek self-directed learning to continue industry and technical knowledge education

Other duties as assigned

Schedule:

Monday to Thursday: 9:00 am - 5:00pm

Friday: 9:00am - 4:30pm

Skills and Experience:

Property & Casualty Insurance license preferred

Confident self-starter who works well independently in a fast-paced environment

Excellent verbal and written communication/ interpersonal skills

Able to utilize computer programs and understand functionality

Maintain a positive and self-motivated attitude

3-5 years' experience preferred

Benefits:

Health, Dental & Vision Insurance

Paid Time Off

3 weeks vacation, 5 sick days

401(k) retirement plan with company match

Salary:

Salary commensurate with experience, compensation includes new and renewal commissions.

Experience:

Insurance: 3 years (Preferred)

This position is a DIRECT HIRE opportunity.

EEO

Harvis Inc. on behalf of our client Corbett Insurance.