Demo

Commercial Lines Small Business Customer Service Representative

Big I Kentucky
Richmond, KY Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 5/11/2025

Summary :

Under direct supervision of agency manager, commercial customer service representatives are energetic, outgoing individuals with a passion for helping others. They are responsible for building and maintaining client relationships and providing exceptional customer service to our small business clients. Candidate should be a critical thinker, capable of understanding the needs of the clients and communicating decisions to various parties involved in the transaction, they should be incredibly detail oriented and must be able to constantly multi- task. Customer service representatives serve as the first point of contact for clients, the right hand of the account manager and producer and is a business partner to our carriers. Linville Insurance requires members of our team to possess a positive and winning attitude. We cultivate a culture of doing what is right, helping others and giving good quality advice to our clients.

Duties :

  • Compiling data and verifying accuracy-cooperate in gathering all information needed for various insurance transactions
  • Processing policy change, renewal and new business transactions
  • Remarketing accounts as necessary
  • Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system.
  • Actively cross selling current clients and refer to appropriate departments if needed
  • Completing agency proposals as needed for new quotations and renewals
  • Cancelling policies as requested
  • Placing and processing coverages
  • Issuing certificates and proof of insurance
  • Handling client communications both electronically and in person
  • Arrange payment terms and taking payments as needed
  • Keeping informed on rates and coverage changes
  • Maintaining a good working relationship with company underwriters and other personnel
  • Keep abreast of trends and techniques and use agency selling aids to maintain a competitive status for the agency within the industry.
  • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Required Knowledge, Skills and Abilities :

  • Hold a KY property and casualty insurance license; minimum of two years commercial lines insurance experience preferred; high school diploma required with college degree preferred
  • Possess a valid driver's license and a source of reliable transportation.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
  • Have excellent time management skills and thrive in a team environment
  • Technology proficiency with advanced computer skills including Microsoft word, excel, internet explorer, google chrome and willingness to learn agency management system and electronic signature platform. Preference given to those with experience using Applied Systems
  • Benefits / Perks :

  • Job Type : Full-time
  • Competitive Pay with benefits
  • Professional Development
  • Job Stability in a growing industry
  • Compensation : $32,000.00 per year

    YOUR FUTURE as an Independent Insurance Agent Starts Here

    If you're looking for a career that offers flexibility, job stability and strong compensation you've come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!

    Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.

    This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

    Salary : $32,000

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