Customer Service Representative, Personal and Commercial Lines

Job Overview

• We are looking for a dedicated Customer Service Representative to manage and support all aspects of Personal and Commercial Lines insurance policies. In this role, you will be a key contact between clients, producers, carriers, and other stakeholders, ensuring seamless policy administration and excellent customer service.

Primary Objectives

• Performs related work as required in the office from 8:00 am-5:00 pm (negotiable) Monday-Friday. This is a full-time position and must reach at least 32 hours to qualify for company benefits.
• Administration of all aspects of Personal and Commercial Lines insurance policies.
• Assist in the planning and development of information systems and data in support of Personal and Commercial Lines insurance claims and policy management.
• Serve as a point of contact and liaison with internal and external constituencies on Personal and Commercial Lines insurance policy and claims functions.

Responsibilities

• Respond to all client, producer, or carrier rep calls and e-mail within 4 hours.
• Oversee and manage collection and maintenance of claims data and records. Input claims and send to carriers.
• Monitor large loss activity for prospects and advise producers of large audits/claims or endorsements.
• Review issues of certificates of insurance.
• Handle invoicing on agency-billed policies.
• Handle billing questions for insureds. Prepare past-due reports and advise producer of any down payments or installment payments that have not been received.
• Process requests for endorsements/claims and send to carriers.
• Coordinate providing information to producers, insureds, adjusters, and carriers. (e.g. verify coverage for insureds, print summaries of insurance, billing questions, process name changes, auto changes, etc.)

Requirements

• Bachelor's degree with 3-5 years’ experiences directly related to the duties and responsibilities specified. OR Five or more years’ relevant work experience, which includes Customer Service and/or sales of insurance services.
• Familiarity with the AMS system (preferred)
• experience with both commercial and personal lines
• PC experience, particularly word processing, spreadsheet and presentation software.
• Property & Casualty insurance producer’s license.
• Account Management System experience (preferred).
• Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, stamina to maintain attention to detail despite interruptions
• Strength to lift up to 10 pounds.
• Walking, standing, hearing, seeing, sitting, grasping, lifting, and typing.
• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies.
• Knowledge and understanding of the principle and procedures for the processing of Commercial Lines insurance claims.
• Ability to investigate and analyze information and to draw conclusions.
• Ability to assess the relative terms and conditions of Commercial Lines insurance policies.
• Skill in organizing resources and establishing priorities.
• Ability to use independent judgment and to manage and impart confidential information.
• Skill in the use of computers and related software applications.
• Ability to communicate effectively, both orally and in writing.
• Ability to develop and maintain record keeping systems and procedures.

Join us as we strive to provide outstanding service to our clients while fostering a supportive work environment for our team members.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Ability to Commute:

• Le Sueur, MN 56058 (Required)

Ability to Relocate:

• Le Sueur, MN 56058: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Le Sueur, MN 56058

Salary : $40,000 - $55,000