CUSTOMER SERVICE REPRESENTATIVE

(Service)

Job Description

Customer Service Representatives are the cornerstone of the commercial lines services team. This position answers all inbound commercial lines service calls. They perform service work for customers including but not limited to: adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, and handling other insurance questions as appropriate to service customers.

Responsibilities and Duties

The Customer Service Representative will handle customer service requests in a professional and knowledgeable manner. They will determine all impacts/needs associated with the service request, including impacts to other coverage’s or policies. During routine service contacts they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.

The Customer Service Representative will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy. They will maintain effective and timely follow-up systems and verify transactions with customers. They will effectively utilize technology to perform assignments and requests. Additionally, they will use knowledge of commercial lines products, carriers, and agency and carrier rules to service customers effectively. Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.

In addition to inbound service calls, the Customer Service Representative performs service activities to support the account managers on their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies

• Licensed in Ohio for Property and Casualty or will obtain within 60 days.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable and provide timely response and complete of work activities.

Leavitt Group Midwest offer a competitive benefits package.

• $68,000 - $75,000 DOE
• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• HSA and FSA
• Paid sick and vacation leave

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