What are the responsibilities and job description for the Commercial Lines Customer Service Representative position at Loman-Ray Insurance Group, LLC?
About Us
Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique. The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide: life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity – Loman-Ray Insurance Group, LLC.
Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals.
Commercial Lines Customer Service Representative
Position Summary:
The primary function of this role is to deliver high-quality service to commercial insurance clients by assisting with their policy and account needs. This role plays a critical part in maintaining client satisfaction, ensuring accurate policy servicing, and supporting the agency team. The representative handles day-to-day account management, responds to inquiries, and provides timely, accurate information to clients and carriers. The ideal candidate demonstrates excellent communication skills, strong attention to detail, and a commitment to providing a positive client experience.
Key Responsibilities:
Client Service & Account Management
- Respond promptly and professionally to client inquiries via phone, email, or in person.
- Provide guidance on commercial policy coverages, billing questions, and claim status updates.
- Ensure timely follow-up and resolution of client issues to maintain high service standards.
- Maintain proactive communication to identify client needs and recommend appropriate solutions.
- Document all client interactions and transactions accurately in the agency management system.
Policy Processing & Documentation
- Process policy changes, endorsements, cancellations, and rewrites in a timely manner.
- Review and verify accuracy of policies and documents received from carriers.
- Maintain up-to-date and accurate client records within the agency management system.
- Ensure adherence to agency procedures and industry regulations for all transactions.
- Follow up on outstanding items to ensure timely completion and policy accuracy.
Renewals & Carrier Coordination
- Assist in the preparation and processing of commercial policy renewals.
- Communicate with clients to gather updated information and confirm renewal preferences.
- Coordinate with carriers to ensure timely issuance of renewal documents.
- Collaborate with producers and account managers to ensure smooth handling of client accounts.
Team Collaboration
- Support team members during high-volume periods or on special projects as assigned.
- Assist in developing and maintaining efficient workflows to improve client service delivery.
- Maintain strong internal communication to ensure cohesive account management and client support.
- Perform other duties as required.
Qualifications:
- High School Diploma or equivalent required
- Active Illinois Property & Casualty license required, or the willingness to obtain the license
- Prior experience in commercial lines insurance customer service or account management
- Familiarity with commercial lines insurance products beneficial
- Working knowledge of Applied Epic desired; will consider experience with related agency management systems
- Proficiency with Microsoft Office Suite
- Strong oral and written communication skills for client and carrier interactions
- Exceptional attention to detail and organizational abilities.
- Ability to multitask effectively in a fast-paced environment.
- Strong problem-solving abilities with a client-focused mindset.
- Ability to pass a criminal background check, as permitted by law
Hours: Monday-Friday, 8:30am-4:30pm
Office Locations:
- 2702 Boulder Drive, Urbana, IL 61802 (Preferred)
- 145 E. 5th Avenue, Clifton, IL 60927
- 13 South Main Street, Sullivan, IL 61951
- 113 S. State Street, Monticello, IL 61856
- 125 W. Garfield Street, Cissna Park, IL 60924
- 17 E. Liberty Lane, Danville, IL 61832
- 1016 W. Orange Street, Hoopeston, IL 60942
- 104 N. Main Street, St. Joseph, IL 61873
- 15 S. Main Street, Villa Grove, IL 61956
- 605 Old Salem Road, Petersburg, IL 62675
Benefits:
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.