Our office is expanding, and we are looking to hire the right individual to join our outstanding team. We are currently seeking to fulfill a full-time position. Our Commercial Lines Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects. Including certificates (COIs), presenting commercial lines quotes, handle billing inquiries, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

Process customer policy change requests.

Assist clients with Certificates of Insurance (COIs) promptly and accurately

Prepare and present commercial insurance quotes tailored to client needs

Handle billing inquiries and resolve issues efficiently

Document Processing

Commercial lines renewal processing

Conduct insurance reviews to ensure clients have proper coverage

Inbound/outbound calls

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products.

Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Requirements

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Must have ability to multi-task.

A Property & Casualty license is but will train good individual.

A Life & Health license is but will train good individual.

Must be highly self-motivated.

Professional phone etiquette.

Career minded vision.

Follow through and exceed current and prospective client expectations.

Excellent Spelling and Grammar skills.

Exceptional Business Writing and Editing Skills.

Great Customer Service Skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

Strong communication skills, both oral and written.

Driven and goal-oriented individual.

Ability to tactfully handle stressful and difficult situations.

Be capable of handling customer rejection.

No insurance experience required but must be willing to learn