Description

Position Summary:

The Personal Lines Customer Service Representative is responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts. This individual will talk to clients about their policies and process changes as needed. This role requires a strong ability to communicate and multi-task to offer our clients the highest level of customer service.

Specific Duties and Responsibilities:

• Bind coverage with required documents/forms and payments
• Manage all activities and workload in agency management system (Applied Epic)
• Review policies for accuracy
• Communicate regularly and directly with clients and underwriters
• Send out forms to clients that need to be reviewed and then collect payment
• Assist clients with requests for Evidence of Insurance
• Handle claim calls from clients, and then report claims to the appropriate carrier
• Follow up with clients and adjusters during claims process
• Answer incoming calls from clients with general policy questions
• Process payments from clients
• Assist with quoting activities

Qualifications

Eligibility Requirements:

• It is preferred to have a 440 CSR Insurance license within the State of Florida
• It is preferred to have a minimum of 3 years’ experience specifically working in Personal Insurance, preferably in an Independent Insurance Agency
• Outstanding verbal and written communication skills
• Experience using programs within Microsoft Office
• Strong organization skills
• Professional demeanor and appearance
• Friendly and out-going
• Significant ability to multi-task detailed and complex work
• Strong tendency to always exceed others' expectations

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.