Customer Service Representative - Personal Lines Insurance (La Crosse

Job Description

Harrison Gray Search is searching for aCustomer Service Representativeto join our client's Personal Lines team in La Crosse, Wisconsin.

In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.

Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal lines experience.

Benefits

Full-Time

Health Insurance

Dental Insurance

Vision Insurance

Life insurance

Flexible Spending Accounts

Short and Long Term Disability

Accident and Critical Illness Insurance

Long Term Care Insurance

Identity Theft Protection

Paid Holidays

Paid Time Off

401K Plan

Responsibilities

Production Support

Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers

Prepares proposals and renewal summaries

Maintains agency management system with up-to-date and accurate data

Administers processing and suspense of new business, renewals, cancellations, and endorsement requests

Prepares certificates, binders, surety bonds and general correspondence

Completes MVR requests and trucking certificates according to scheduled rotation

Administers change requests and endorsements

Completes applications in coordination with Agent, Account Manager/Executive

Answers incoming phone calls, greets and assists agency visitors

Acts as primary and/or secondary back-up to front desk receptionist, if applicable

Administrative

Organizes tasks and resources to complete work and meet deadlines according to established procedures

Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards

Responds to incoming phone calls and emails promptly and effectively

Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

Delivers exceptional customer service according to Customer Service Standards with a goal of exceeding customer expectations with every interaction

Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers

Answers customer questions and resolves complaints in a timely and efficient manner

Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors

Requirements

Education and/or Work Experience Requirements

High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal lines.

Required Knowledge and Skills

Excellent verbal and written communication skills

Strong analytical thinking and organizational skills

Ability to interact professionally and effectively with customers and team members

Proficient computer skills including the ability to document and access information

Ability to follow existing processes, procedures, and verbal instruction

Ability to manage multiple priorities, accurately, efficiently, and independently

Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

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