Remote Personal Lines CSR

Personal Lines Insurance Customer Service Representative/Account Manager

Job Summary

This position is responsible for providing assistance to producers in handling and processing of new and renewal business, as well as providing in-house customer service to clients as assigned and requested.

Essential Functions

• Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.

• Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.

• Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client.

• Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary.

• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.

• Be familiar with and follow agency EO guidelines.

• Maintain electronic and/or paper files in an orderly, up-to-date manner.

• Perform special projects at management's request.

Job Requirements and Qualifications

Looking for an industry experienced customer service representative/account manager. Ohio insurance license preferred but not required. Must be a self-starter with good communication skills, both verbal and written.

Experience level: 2 years (preferred but not required)

Work Location: Hybrid remote in Mansfield, OH 44906 or full-time remote negotiable

Job Type: Full-time

Competitive Pay

Benefits:

• 401(k)

• 401(k) matching

• Dental insurance

• Flexible schedule

• Health insurance

• Life insurance

• Paid time off

• Vision insurance