27 Customer Service Representative - Personal Lines Jobs in La Crosse, WI
SORT BY
J
E
D
S
S
W
S
H
W
P
P
H
U
L
L
J
J
B
B
B
C
C
K
K
K
B
R
Customer Service Representative - Personal Lines
$50k-65k (estimate)
Full Time | IT Outsourcing & Consulting
4 Weeks Ago
W3Global Inc is Hiring a Customer Service Representative - Personal Lines Near La Crosse, WI
Job Title: Customer Service Representative - Personal Lines
Job type: Full-time Direct Hire
Location: La Crosse, WI
Job Category: Customer Service RepresentativeJob DescriptionWe are searching for a Customer Service Representative for the front desk in our La Crosse office. The Customer Service Representative will have personal and/or 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.
Candidates holding their Property & Casualty License is preferred, but we will also assist a Candidate in getting their license once employed.
BenefitsPaid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Evenings Off
ResponsibilitiesProduction 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
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 our 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
What To Bring (Job Requirements)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
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Remote Type: No
Job type: Full-time Direct Hire
Location: La Crosse, WI
Job Category: Customer Service RepresentativeJob DescriptionWe are searching for a Customer Service Representative for the front desk in our La Crosse office. The Customer Service Representative will have personal and/or 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.
Candidates holding their Property & Casualty License is preferred, but we will also assist a Candidate in getting their license once employed.
BenefitsPaid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Evenings Off
ResponsibilitiesProduction 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
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 our 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
What To Bring (Job Requirements)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
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Remote Type: No
Job Summary
JOB TYPE
Full Time
INDUSTRY
IT Outsourcing & Consulting
SALARY
$50k-65k (estimate)
POST DATE
05/29/2024
EXPIRATION DATE
07/18/2024
WEBSITE
w3global.com
HEADQUARTERS
FRISCO, TX
SIZE
100 - 200
FOUNDED
2006
TYPE
Private
CEO
GAYATHRI SRIDHAR
REVENUE
$5M - $10M
INDUSTRY
IT Outsourcing & Consulting
Related Companies
About W3Global Inc
W3global is a software product development company that offers recruitment and technology solutions for businesses.
Show more
Similar Jobs
Personal Lines Customer Service Representative
View Jobs
Commercial Lines Customer Service Representative
View Jobs
Insurance Customer Service Representative
View Jobs
Bilingual Customer Service Representative
View Jobs
Customer Service Representative I
View Jobs
Call Center Customer Service Representative
View Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
