What are the responsibilities and job description for the Commercial Lines Customer Service Representative (CSR) position at Richards Insurance Agency Inc?
Do you enjoy helping customers and collaborating with a team? Are you good at problem solving and do you thrive in a fast-paced environment? We are a growing insurance agency that takes pride in building real relationships. In this role, you will help keep things running smoothly for our commercial clients — making sure their questions are answered, their policies stay up to date, and they always feel taken care of. Interested? If so, we are looking for you! Richards Insurance; is looking for a Full-time CSR to join our team in our OSHKOSH office.
Requirements
- 2-3 years of customer service experience, preferably in commercial insurance lines.
- Experience working within commercial lines insurance agency is a PLUS.
- Strong technology skills including proficiency with Windows, database functionality, electronic document management system and internet navigation.
- Comfortable speaking to clients and carriers over the phone and in person and via email.
- Sound organizational skills with the ability to multi-task in a fast-paced environment.
- Exceptionally customer focused
- High School Diploma / Associate degree desired
- Property and Casualty Insurance License is a PLUS. If you do not currently have, you MUST be willing to become licensed.
Responsibilities
The primary focus of this position is to assist in the management of multi-line commercial accounts. This includes working directly to customers’ daily service requests, evaluating, and recommending coverages to meet the needs of the client/prospect while maintaining solid carrier relations. Major responsibilities include reviewing policies for accuracy, processing certificates, binders, change requests, claims, audits, and endorsements.
What can You expect from Richards Insurance?
- Competitive salary and paid time off benefits
- Paid vacation and paid holidays
- Sit/stand desks for ergonomic comfort.
- Community involvement
- Company paid for licensing and continuing education.
- 401K with company match
- Medical, Dental, Vision, Life, Flex Spending Accounts and more!
- Discount on personal auto and homeowners’ insurance
- Opportunity to advance your career!
Job Type: Full-time
Pay: $20.00 - $21.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Shift:
- Day shift
Experience:
- Customer service: 2 years (Required)
License/Certification:
- Property and Casualty Insurance Lisence (Preferred)
Ability to Commute:
- Oshkosh, WI 54904 (Required)
Work Location: In person
Salary : $20 - $21
