What are the responsibilities and job description for the Personal Lines Customer Service position at Evergreen Insurance?
With 40 years of experience in commercial, farm, and personal insurance, we realize that our business is about one thing: people – the people we serve and the people that are part of the team here at Evergreen Insurance.
We are looking for a licensed and experienced Personal Property & Casualty Customer Service professional to join our growing team.
As a primary contact, Customer Service Representatives (CSRs) provide timely and courteous service to new and existing clients and maintain system information while following policies and procedures. While we offer a comfortable office environment, this position may work hybrid-remote.
Primary Expectations
- Processes endorsements, policies, communications, cancelations, non-renewals, inspections, etc. as soon as possible and takes necessary action.
- Sets up new business which includes all or some of the following: transferring prospects to customers and finalizing Agency Management System (AMS) profiles, obtaining signatures, entering policy details, preparing letters and forms, etc.
- Works with clients on renewals and performs remarketing of current accounts due to rate and exposure changes. May perform marketing on new business from time to time.
- Develops and maintains good relationships, and coordinates and communicates between all parties, such as client, producer, underwriter, Bank employees, and other department personnel to keep key people updated.
- Maintain an up-to-date knowledge of the industry, products, and regulatory compliance. Participates in training/mentoring.
- May provide back-up support to the Administration area including answering incoming agency calls, greeting and directing visitors, covering breaks, lunches and/or mail runs.
- Maintains or acquires technology skills needed to stay current with procedure, process, information gathering, and communication development.
Required Skills & Abilities
- Strong organizational skills and attention to detail.
- Time management skills, ability to prioritize and meet deadlines; thrives in a fast-paced environment.
- Effective communication skills, both written and verbal, to various audiences, using appropriate style.
- Working knowledge of Microsoft Office and web-based computer applications. Knowledge of AMS360 preferred.
- Physical dexterity to utilize computers and general office equipment. Ability to lift and transport objects and supplies of up to ten (10) pounds without assistance.
Experience, Education & Licensing
- High School diploma or equivalent.
- Current Property & Casualty license and a minimum of three (3) years of personal insurance experience.
- Understanding of bank/agency relationships and experience with multiple carriers preferred. Farm experience is helpful.
- Understanding of carrier new business guidelines is preferred.
- Has or willing to obtain insurance industry designation(s).
Job Type: Full-time
Pay: From $17.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Supplemental Pay:
- Bonus opportunities
License/Certification:
- Property & Casualty License (Required)
Ability to Relocate:
- Ebensburg, PA 15931: Relocate before starting work (Required)
Work Location: Hybrid remote in Ebensburg, PA 15931
Salary : $17