What are the responsibilities and job description for the Customer Service Representative - Personal Lines position at Harrison Gray Search?
Harrison Gray Search is seeking a Customer Service Representative to join our client's Personal Lines team in Oshkosh, Wisconsin.
In this role, youll support account managers by preparing proposals, answering phone calls, greeting and directing office visitors, entering change requests and endorsements, and maintaining the agency management system with accurate and up-to-date information.
Qualifications :
Current Property & Casualty License (or ability to obtain).
1-3 years of personal lines insurance experience required.
High School diploma or equivalent required; Associates or Bachelors degree preferred.
Benefits :
Full-Time Position
Health, Dental, and 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 and Paid Time Off
401(k) Plan
Key Responsibilities
Production Support :
Complete and submit insurance applications to eligible carriers in coordination with agents or account managers.
Prepare proposals, renewal summaries, certificates, binders, and general correspondence.
Administer new business, renewals, cancellations, and endorsement requests.
Maintain the agency management system with accurate client data.
Process MVR requests, certificates, and trucking certificates as scheduled.
Answer phone calls and assist office visitors with professionalism and efficiency.
Administrative Duties :
Organize tasks to meet deadlines and follow established procedures.
Perform basic office functions such as emailing, scanning, copying, and filing.
Respond promptly to phone calls and emails.
Act as backup to the front desk receptionist as needed.
Customer Service :
Provide exceptional service in line with company standards, ensuring customer satisfaction with every interaction.
Answer questions, resolve complaints, and deliver a positive customer experience.
Collaborate professionally and respectfully with internal team members and external clients.
Required Skills :
Strong verbal and written communication skills.
Excellent attention to detail and organizational skills.
Proficiency with computers and ability to follow established processes.
Ability to manage multiple priorities and work independently.
Join a dynamic team in a supportive and professional work environment. If youre passionate about personal lines insurance and providing outstanding service, wed love to hear from you!
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