Service Agent

What's in it For You?

Career Development: 6 months temp to hire employment offers comprehensive job training and continued mentorship ongoing.

Hourly Pay Rate: $21/hr for non licensed candidate and $23/hr for licensed candidate (P&C resident)

Schedule: Monday-Friday 8:00am – 4:30pm (during training for 6-7 weeks); Monday-Friday 10:30am-7:00pm; 11am-7:30pm; 11:30am-8pm; 12pm-8:30pm & 12:30pm-9pm…38.75 hours/week. Shift bid capabilities after 6 months.

Internet: A full-time remote worker is required to maintain a minimum of 10 mbps upload and 50 mbps download hardwired ethernet internet connection speeds from a desktop or laptop.

Position Overview/Summary:

As a Service Agent in the Commercial Lines Ops team, you will be responsible for managing customer contact and for providing timely, quality service to Agents, commercial policy holders, and vendors by phone in a multi-state territory. This includes making policy changes, explaining coverage, updating company records and may include underwriting small business policies.

Responsibilities/Essential Functions: Primary Focus

• Answers telephone, email and fax inquiries from Commercial lines policy owners and Agents. Interprets and explains policy coverage; counsels, educates and provides accurate insurance advice through researching and resolving problems.

• Handles incoming calls from customers and Agents regarding moderate to complex billing questions (i.e. misapplied funds, billing breakdowns, etc.), coverage questions, policy change requests and Certificates of Insurance. Enters information into multiple rating and policy issuance systems.

• Initiates calls to customers for the purpose of retaining their business, offering optional limits and deductibles and gathering information to properly assess the insurance exposures and risks. May include assignment of specific policies or accounts.

• Underwrites risk (selection and rejection within authority level) of policy changes and each time there is communication with the customer. Under moderate supervision and working within specific limits of authority, obtains information about the customers operations throughout the policy term.

• Be able to make outbound calls to current customers to review current coverages, upsell additional coverages and limits and obtain leads for cross-sell opportunities.

Responsibilities/Essential Functions: Secondary Focus

• Participates in industry organizations and events.

• May create and produce survey/reports that are used to evaluate department performance.

• May meet with Agents, Marketing Managers, and Branch Underwriters to explain the CL Customer Service Center program and maintain working relationship.

• May assist in training other team members.