What are the responsibilities and job description for the Commercial Lines Customer Service Representative position at The Agency?
Job Title: Commercial Customer Service Representative
Agency Story:
Our client is a Property & Casualty insurance agency with multiple locations across western Pennsylvania and licensed in 5 states. Each of the individual agencies that make up the organization have been staples in their communities for decades and are very active in local volunteering.
As a young, vibrant agency that is growing, we have an opportunity for a new Commercial Customer Service Representative. We have designed a customer experience process that works, and we are looking for the right associate to join the team!
What We are Looking for:
We're looking for a friendly personality, warm smile, and a great attitude to fill one of our licensed commercial customer service positions. The Licensed Service Representative is the face and voice of daily policy interactions with a goal of always leaving the customer better than they were before. Our service team is responsible for processing changes on existing insurance policies, reviewing policies with our customers, uncovering sales opportunities, and other tasks required to provide outstanding support to our insureds.
As a Commercial Customer Service Representative, you agree to become an important team member at the front line of our business. With this, it is vital to have a pleasant phone manner, strong communication skills, and a positive attitude that leads to quality customer service.
We are looking for an insurance professional who is looking for an agency that will invest in them and their career. In this role, we provide coaching, technology to support the customer experience, an agency-wide culture of excellence, access to top-tier markets, as well as a proven retention process.
Mission of the Role:
To serve the commercial lines business by maximizing the client experience and applying these strategies daily. This includes completing customer changes, issuing certificates of insurance, communicating with insurance carriers, quoting and selling in-bound leads, and making sure our customers get best-in-class service.
Here are some daily responsibilities:
- Bring a positive attitude and smile
- Process changes to existing policies
- Process payments and resolve billing inquiries
- Issue certificates of insurance
- Quote and sell in-bound sales leads
- Review policies with our clients
- Uncover and explain gaps in their coverage
- Recommend additional insurance solutions
- Provide relevant sales leads to our personal lines department
- Ongoing updates to customer contact information
- Clearly and effectively communicate with the clients to manage expectations
- Be proactive in working with clients
Benefits:
- Healthcare insurance available
- Life insurance, short-term & long-term disability included
- 14 days paid time off to start
- 401(k) with 4% Agency match
- Paid Holidays (about 8 days per year)
- Career development opportunities
If you are looking to work for a local business that cares about the community—consider us! Commercial service team members are required to have a valid Property & Casualty insurance license. Unlicensed hires will be required to obtain a Property & Casualty insurance license within 2 months of employment.
Salary : $50,000 - $65,000
