Personal Insurance - Customer Service Representative

Arthur Hall Insurance has been advising and protecting individuals, families, businesses, and organizations since 1966. We are a growing business with a team of talented and dynamic professionals who have a passion for risk management insurance!

We are currently seeking an experienced full-time P&C Licensed Customer Service Representative to service Personal Lines insurance customers and Agency Producers. This position is based out of our West Chester, PA office. Once fully trained, this position will have the opportunity to transition to a hybrid schedule (3 days in the office and 2 days remote). We offer competitive compensation, bonus, and a full benefits package including fully paid employee health and vision benefits.

RESPONSIBILITIES:

Services and assists in the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of agency and personal line activities.

Customer Service: Receive calls from clients, insurance company representatives and related industries. Handle and process all requests in conjunction with account manager. Answer questions promptly and efficiently, maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.

Billing: Process and handle all cancellation and reinstatement notices per agency procedural manual. Handle all billing inquires initiated by client or as directed by account manager. May need to accept and process client payments. Document system per agency standards.

Confirmation of Coverage: Dealer and Mortgagee Requests. Speak to dealer and mortgage representatives; obtain any necessary policy information, provide and confirm information. Process necessary changes to policy, provide Evidence of Insurance per agency procedures or as requested by Account Manager. Document system per agency standards

Endorsements: Process policy changes on company systems or quote endorsement options as requested by client or account manager. Check in endorsement if not processed accurately. Document transactions per agency standards.

Remarketing: Remarket client account in comparative rater or company website as directed by account Manager. Provide information to and work with account manager to confirm rating, prepare spreadsheets and proposals.

Renewals: Check in, confirm coverages, correct errors if necessary, notify account manager if coverages do not meet agency standards (coverage options, increases), account rounding opportunities or excessive premium increase. Document system per agency standards

Assist with Front Desk Duties including but not limited to; agency phone coverage, fax and email monitoring, mail distribution, and other tasks as needed. Assume other job responsibilities as assigned by Department Manager.

QUALIFICATIONS, EDUCATION, AND LICENSING:

• Must have an active P&C insurance license.
• 1-3 years of Personal Insurance Experience is required.
• Previous experience with AMS is strongly preferred.
• College degree preferred but willing to consider other related experience.
• Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.
• Able to work in a team environment with different Account Managers/Producers.
• Good listening and organizational skills and attention to detail are important.
• Excellent verbal and written communication skills.