Customer Service Representative (CSR) - Commercial Lines

Job Description

Harrison Gray Search is searching for aCustomer Service Representativeto join our client's team in Wisconsin. Our client is one of the largest independent insurance agencies in Wisconsin.

Qualified candidates will hold their Property & Casualty License with 1-3 years of commercial lines experience.

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.

Production Support

Works with team members to complete and submit applications to appropriate providers.

Creates proposals, renewal summaries, and general correspondence.

Updates and maintains accurate records in the agency management system.

Manages new business, renewals, cancellations, and endorsement requests.

Prepares various documents such as certificates, binders, and surety bonds.

Manages Motor Vehicle Report (MVR) requests and trucking certificates.

Administers requests for changes and endorsements.

Answers phone calls, greets visitors, and provides assistance.

Acts as a backup for front desk duties when needed.

Administrative

Organizes work tasks and resources to meet deadlines following set procedures.

Handles various tasks using discretion, judgment, and initiative within general guidelines.

Responds to phone calls and emails in a timely and effective manner.

Performs basic office duties such as emailing, filing, scanning, copying, and faxing.

Customer Service

Provides high-quality service to meet and exceed customer expectations.

Offers friendly and helpful support to both internal and external customers.

Addresses customer questions and resolves complaints promptly and effectively.

Works professionally and respectfully with team members, clients, and vendors.

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.

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

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

#ZR

Full-time