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Commercial Lines Customer Service Representative (Great Lakes Platform)
$132k-167k (estimate)
Full Time 2 Months Ago
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Hoosier Insurance & Financial Services, LLC is Hiring a Commercial Lines Customer Service Representative (Great Lakes Platform) Near WASHINGTON, IN

Are you looking for a challenging career path? Do you have a positive attitude? Are you organized and detail-oriented? Do you take personal responsibility for your work and career, and work well in a team? If you’re ready to work for a company that recognizes excellence and promotes from within, fostering an environment of learning and training, then look no further than Hoosier Insurance and Financial Services, an Acrisure Agency Partner. About Us: Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 300 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry. We are currently looking to add to our team with an exciting opportunity as a Commercial Lines Customer Service Representative. This position will have the primary responsibility for policy maintenance and service of an assigned portion of accounts. The individual is expected to provide prompt, accurate, and courteous service to those clients. Essential Duties and Responsibilities: Manage emails, mail, voicemail, agency management activities and self-audit reports. Explore all opportunities for exemplary service, working to maximize client/account retention by managing renewals, negotiating best terms and pricing, marketing where needed, clarifying coverage, demonstrating product knowledge and final review/approval of client facing documents. Conduct quarterly or mid-term client review, explore opportunities for risk management, attend in-person client visits and presentations as able. Responsible for a book of business not otherwise assigned to a producer. Confirm appropriate coverage has been placed or at least offered/recommended. If offered/recommended coverage has been rejected, ensure appropriate documentation is obtained. Oversee renewal process, change request, and endorsement process according to agency guidelines by delegating to appropriate team member. Receive, review, and document all client and carrier correspondence in our agency management system delegating to team members as appropriate. Review follow up (pending) list on a daily basis and take appropriate action. Ensure proper coding of agency commission, risk advisor commission, agency/branch/department structure and service team. Transact agency bill items unless delegated, review and act on all account receivable items and bill/payment discrepancies. Oversee the cancellation process and (potential) missed expiration report according to the agency guidelines. Promote and maintain good relationships with clients and carriers. Provide back-up coverage for department team members. Comply with agency standards, policies, and procedures. Demonstrate (by your personal example) a strong, positive, team-oriented approach with your interactions with others. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or equivalent. Possess and maintain active P & C License(s) - Preferred or must obtain within 90 days of hire. Individual should have a working knowledge of commercial insurance, experience preferred. Technology Skills: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams). Knowledge of Agency Management Systems; Applied Epic a plus. Other Qualifications: Must have a high level of understanding accounting or strong math skills. Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills. Must also the ability to effectively work with others. Must have a high level of problem-solving skills. Ability to maintain a professional demeanor and positive attitude. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place!

Job Summary

JOB TYPE

Full Time

SALARY

$132k-167k (estimate)

POST DATE

02/01/2024

EXPIRATION DATE

06/18/2024

The job skills required for Commercial Lines Customer Service Representative (Great Lakes Platform) include Futures, Flexibility, Leadership, Presentation, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Lines Customer Service Representative (Great Lakes Platform). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Lines Customer Service Representative (Great Lakes Platform). Select any job title you are interested in and start to search job requirements.

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