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Insurance – Customer Service Agent - Commercial Lines

Coverra Insurance Services Inc.
Holmen, WI Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 5/18/2025

Coverra Insurance Services is a growing company. Due to our growth, we are adding an additional position. The Coverra Insurance Services Team is looking for a Commercial Lines Customer Service Agent to help grow and maintain relationships with our customers!

Job Type: Full-time, Monday-Friday

Salary: $28.00 - $31.00 per hour

Benefits:

· 401(k)

· Health insurance, dental, vision, long term disability, short term disability and group life insurance.

  • Paid time off plus paid holidays
  • Section 125 Flexible Spending Account
  • Paid licensing fees and continuing education

Commercial Lines Customer Service Agent - Job Responsibilities:

  • Maintain and update client records within our agency management system.
  • Prepares proposals and completes application in coordination with producers’ requests on new or renewal business.
  • Submits applications to eligible and appropriate carriers; obtains client signatures on all applications
  • Follows up to ensure timely receipt of quotations and policies
  • Setup of agency billed and financed accounts. Takes appropriate action on any outstanding payment items or pending cancellations
  • Maintains a cordial and professional relationship with all clients, co-workers, carriers, vendors, and other business contacts

Education and Experience Requirements

  • Property and Casualty license required
  • 5 years of Commercial insurance experience with an independent insurance agency
  • Preferred candidate will have experience working with Brokers and Excess & Surplus lines
  • Any experience working with Marine accounts is a plus
  • Experience using Applied EPIC management system required
  • Knowledge of Microsoft Excel, Word and related software

Work setting:

* Reside in Wisconsin, Minnesota or Michigan

· Office or Remote

Job Type: Full-time

Pay: $28.00 - $31.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

Shift:

  • 8 hour shift
  • Day shift

License/Certification:

  • Property & Casualty Insurnace License (Required)

Work Location: In person

Salary : $28 - $31

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Job openings at Coverra Insurance Services Inc.

Coverra Insurance Services Inc.
Hired Organization Address Sparta, WI Full Time
Coverra Insurance Services is a growing company. Due to our growth, we are adding an additional position. The Coverra In...

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