What are the responsibilities and job description for the Licensed Personal Lines Customer Service Representative position at Independent Insurance Agents of Wisconsin (IIAW)?
Benefits:
Responsibilities
- Identity theft Protection
- 401(k) matching
- Competitive salary
- Dental insurance
- Paid time off
- Vision insurance
Responsibilities
- Work with agency producers to place new personal lines business.
- Provide service to existing clients related to updating policies, providing quotes, taking payments, claims support, answering questions, and providing documentation.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Hold a property and casualty insurance license in the state of Wisconsin.
- Demonstrate a strong willingness to learn and become an expert in your craft.
- Understand insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills, as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.