What are the responsibilities and job description for the Commercial Lines Customer Service Representative position at The Workplace Advisors?
Job Description
Job Description
About The Agency :
Since 1891, Burton & Company has been helping secure quality insurance for individuals, families and businesses. We are a community-first company, valued for our business sense, insurance savvy and dedication to our clients. We prioritize customer engagement to learn how we can provide the best coverage options to meet your unique needs and budget. Working with top-rated insurance providers, our friendly staff guides customers through the entire coverage process and is committed to answering all of your insurance questions, because we care. Our focus on community, customized services, and the right coverage makes us the agency of choice for so many friends and neighbors.
Job Description :
Are you a successful Commercial Lines Customer Service Representative seeking a new career home? If so, then we want to talk to you! The agency is looking for an experienced Commercial Lines Customer Service Representative to join the team. The successful candidate will be responsible for maintaining strong relationships with current clients and growing the book of business through new client service.
The ideal candidate will have a solid foundation in commercial lines insurance account management. The candidate will work to meet the overall insurance needs of our commercial customers, helping to retain and grow our commercial lines book of business.
Responsibilities : The candidate must :
Deliver highly professional and responsive service to a dedicated book of commercial accounts
Handle all in-house account renewals, including binding coverage, renewal proposals, checking policies for accuracy, and invoicing
Respond promptly and effectively to client requests and resolve complex coverage and underwriting issues
Support and prepare clients for renewal and maintain strong client relationships
Anticipate, respond to, and follow up on all existing client needs
Follow department policies / procedures and prioritize tasks based on established guidelines
Effectively manage multiple responsibilities simultaneously with minimal supervision
Stay current on industry changes and maintain continuing education
Display a positive, helpful attitude to help create a friendly environment for clients and co-workers
Requirements
Requirements : The candidate will :
Hold a P&C license, ACSR, AAI or CIC professional designation strongly preferred
Have previous customer service experience; 2-3 years experience handling commercial accounts strongly preferred
Have a Bachelor’s Degree or comparable work experience
Be people-oriented, client focused, and professionally assertive in developing new client relationships and servicing existing clients
Possess outstanding organizational skills with an ability to manage and multiple complete difficult assignments without direct supervision
Demonstrate sound business judgment, strong decision making, superior written and verbal communication skills
Have excellent time management skills with a personal accountability mindset
Thrive in a team environment and be a positive team player
Have technology and computer proficiency including agency management systems and Microsoft Office Suite; Salesforce experience strongly preferred
Please, no calls to Burton & Company.
