Harrison Gray Search is searching for a Customer Service Representative to join our client's Personal Lines team in La Crosse, Wisconsin.
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.
Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal lines experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
Production Support
Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriersPrepares proposals and renewal summariesMaintains agency management system with up-to-date and accurate dataAdministers processing and suspense of new business, renewals, cancellations, and endorsement requestsPrepares certificates, binders, surety bonds and general correspondenceCompletes MVR requests and trucking certificates according to scheduled rotationAdministers change requests and endorsementsCompletes applications in coordination with Agent, Account Manager / ExecutiveAnswers incoming phone calls, greets and assists agency visitorsActs as primary and / or secondary back-up to front desk receptionist, if applicableAdministrative
Organizes tasks and resources to complete work and meet deadlines according to established proceduresMakes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standardsResponds to incoming phone calls and emails promptly and effectivelyPerforms basic office functions including emailing, filing, scanning, copying, and faxingCustomer Service
Delivers exceptional customer service according to Customer Service Standards with a goal of exceeding customer expectations with every interactionPromotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customersAnswers customer questions and resolves complaints in a timely and efficient mannerSupports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and / or vendorsRequirements
Education and / or Work Experience Requirements
High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal lines.
Required Knowledge and Skills
Excellent verbal and written communication skillsStrong analytical thinking and organizational skillsAbility to interact professionally and effectively with customers and team membersProficient computer skills including the ability to document and access informationAbility to follow existing processes, procedures, and verbal instructionAbility to manage multiple priorities, accurately, efficiently, and independentlyAttention to detail and ability to complete tasks with a high degree of accuracyLicense and Certification Requirements
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
