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Customer Service Representative/Administrative Assistant

Bayland Insurance Group
Green, WI Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 3/22/2025

About us

Bayland Insurance Group has an immediate opening for a Personal/Commercial Lines Customer Service Representative – (CSR). The CSR is responsible for the daily servicing of a book of business on assigned accounts with direct accountability for client satisfaction and retention. You will also coordinate multiple tasks across teams to meet deadlines and quality standards. We are seeking a passionate, self-driven natural-born service person with a desire to make a difference in people's lives and businesses. As a Personal/Commercial CSR, you will be responsible for promoting and servicing an array of personal property and casualty products and small commercial products in accordance with our established process and procedures, and in pursuit of the company's goals and objectives. You will be responsible for maintaining current client relationships. The Personal Lines Customer Representitive is an effective team member and relationship builder. Commercial Lines CSR responsibilities Coordinate the servicing of a book of business with all internal and external stakeholders Demonstrate an advanced level of knowledge of all personal lines of insurance Monitor and address aged accounts receivable with clients Communicate and develop relationships with clients to ensure their satisfaction with services provided Escalate complaints and concerns to appropriate stakeholders Visit clients with agent as necessary to review policies, audits, loss run analyses and projections Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements as agreed upon Verify, dispute and process audit endorsements in a timely manner Possession of or ability to secure Property and Casualty license (must be obtained within 60 days of start date) Proficiency in the use of Microsoft Word and Excel required Willingness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements for licensing Education Associates Degree and/or training equivalent experience. We offer competitive compensation and excellent benefits package. Consistent with our healthy work life balance we offer paid holidays and a generous paid time off policy.

Description: Customer Service Representative

Responsibilities:
- Provide exceptional customer service to clients via phone, email, and in-person interactions
- Answer customer inquiries and resolve issues in a timely and professional manner
- Assist customers with product information, pricing, and order placement
- Process customer orders and ensure accurate and timely delivery
- Maintain customer records and update information as needed
- Collaborate with internal teams to address customer concerns and provide solutions
- Handle customer complaints or escalations with empathy and professionalism
- Follow up with customers to ensure satisfaction and resolve any outstanding issues

Requirements:
- High school diploma or equivalent
- Previous experience in a customer service role preferred
- Excellent communication skills, both verbal and written
- Strong problem-solving abilities and attention to detail
- Ability to multitask and prioritize tasks in a fast-paced environment
- Proficient computer skills, including knowledge of Microsoft Office Suite
- Ability to work independently as well as part of a team
- Flexibility to work occasional evenings or weekends as needed

We offer competitive pay, comprehensive benefits package, including health insurance, retirement plan, paid time off, and opportunities for career growth. If you are a motivated individual with a passion for providing exceptional customer service, we would love to hear from you!

To apply, please submit your resume and cover letter detailing your relevant experience and why you are interested in this position to sloch@baylandinsurance.com.

Job Types: Full-time, Part-time

Pay: $19.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • On-the-job training
  • Paid time off
  • Professional development assistance

Shift:

  • 8 hour shift

Work Location: In person

Salary : $19 - $30

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