Customer Service Representative

Job Title: Customer Service Representative

Location: Ebensburg, PA (hybrid)

Type: Full-Time, Permanent

Salary: Starting at $20.00/hr

Our client has over 40 years of experience in commercial, farm, and personal insurance. They are looking for a Personal Property & Casualty Customer Service professional to join their growing team.

As a primary contact, Customer Service Representatives (CSRs) provide timely and courteous service to new and existing clients and maintain system information while following policies and procedures. While they offer a comfortable office environment, this position may work on a hybrid schedule!

Primary Expectations:

• Processes endorsements, policies, communications, cancelations, non-renewals, inspections, etc. as soon as possible and takes necessary action.
• Sets up new business which includes all or some of the following: transferring prospects to customers and finalizing Agency Management System (AMS) profiles, obtaining signatures, entering policy details, preparing letters and forms, etc.
• Works with clients on renewals and performs remarketing of current accounts due to rate and exposure changes. May perform marketing on new business from time to time.
• Develops and maintains good relationships, and coordinates and communicates between all parties, such as client, producer, underwriter, Bank employees, and other department personnel to keep key people updated.
• Maintain an up-to-date knowledge of the industry, products, and regulatory compliance. Participates in training/mentoring.
• May provide back-up support to the Administration area including answering incoming agency calls, greeting and directing visitors, covering breaks, lunches and/or mail runs.
• Maintains or acquires technology skills needed to stay current with procedure, process, information gathering, and communication development.

Required Skills & Abilities:

• Strong organizational skills and attention to detail.
• Time management skills, ability to prioritize and meet deadlines; thrive in a fast-paced environment.
• Effective communication skills, both written and verbal, to various audiences, using appropriate style.
• Working knowledge of Microsoft Office and web-based computer applications. Knowledge of AMS360, preferred.
• Physical dexterity to utilize computers and general office equipment. Ability to lift and transport objects and supplies of up to ten (10) pounds without assistance.

Experience, Education & Licensing

• High School diploma or equivalent.
• Understanding of bank/agency relationships and experience with multiple carriers preferred. Farm experience is helpful.
• Insurance experience is preferred.
• Understanding of carrier new business guidelines is preferred.
• Has or willing to obtain insurance industry designation(s).