Senior Customer Service Representative

Job Description

• Complete requests for insurance quotes
• Ensure that all applications are scanned and uploaded to the appropriate customer file
• Assist clients with billing issues
• Call on past due payments
• Timely issuance of certificates of insurance: property, general liability, auto, etc.
• Assistance with mailings.
• Track return of Renewal Questionnaires and coordinate accurate and timely entry of data.
• Handle institution requests
• Vender servicing
• Maintain and coordinate open items with service providers
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Works closely with Producers on all aspects of client service, marketing, and renewals.
• Responsible for overall retention of accounts in assigned book of business.
• Timely issuance of certificates of insurance
• Assistance with cross-selling
• Assistance with mailings
• Policy changes
• Overall servicing of the accounts
• Renewals
• Online quoting
• Schedule personal insurance reviews with clients via phone call or email

Qualified candidates for this position should have the following experience:

• Solid technical skills in the area of property & casualty insurance and risk management • Proficiency in the use of Microsoft Outlook, Word, Excel, PowerPoint and ability to learn new systems • Experience with agency management software • Strong analytical skills • Ability to organize time effectively • All other duties as assigned • Must be able to maintain a number of projects with frequent interruptions,

Compensation is a base hourly rate plus commission and bonus potential. Hourly rate will be commensurate with experience and qualifications such as P&C license etc. Candidates without a P&C license will be required to obtain one in 6 months.

Job Type: Full-time

Job Type: Full-time