Commercial Lines CSR

Job Description: Commercial Lines Representative

Department: Commercial Lines

Reports to: Commercial Lines Manager

POSITION SUMMARY

Provide service for assigned commercial customers. Candidate needs to be upbeat and generally happy. Complainers need not apply. We are looking for someone that truly wants to grow within the agency and tackle the tough issues no matter how hard it might be. Someone who is radically honest and radically transparent.

JOB DUTIES/ESSENTIAL FUNCTIONS

• Perform all account transactions including applications, quotations, ID cards, proposals, summaries,
• endorsements, certificates, binders, cancellations, follow-up, and correspondence on assigned accounts using the Agency’s Management System
• Respond to client inquiries, incoming mail, and company requests on a timely basis.
• Collect renewal data on assigned accounts.
• Review and order renewals according to Agency procedures. Check applications and policies for accuracy. Investigate non-renewals and assist in remarketing accounts.
• Scan policies, endorsements and other documents as required to Agency Management System as needed.
• Work with the Producers and Remarketing Department to review, analyze, and submit applications for existing business to the insurance companies for accounts being remarketed.
• Prepare quotations (coverage summaries/comparisons, proposals, and recommendations) as needed to facilitate clients/prospects understanding of coverage.
• Utilize Agency Management System to maintain & document files and process transactions on all accounts.
• Perform other duties as assigned.
• Prompt and reliable attendance required.

POSITION REQUIREMENTS

Education/Experience: High School diploma or equivalent, 2 to 3 years of insurance agency experience working with Commercial lines products preferred but we will also train someone brand new to insurance; knowledge of Microsoft Word and Excel helpful; Applied knowledge a plus. Bachelors degree a plus. Will train the right person if necessary.

Licensure/Certification: Current Pennsylvania Agent’s license required to perform the job but can be attained while employed with RWR.

Personal Characteristics: Friendly, positive attitude; willingness to help others; good organizational skills; customer focused; excellent written and oral communication skills; effective problem solving techniques, punctual and the ability to adapt to changing situations.

Job Type: Full-time

Application Questions You have requested that Indeed ask candidates the following questions:

• How many years of Customer Service experience do you have?

Communication method(s) used:

• Email
• Phone
• In person

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Education:

• High school or equivalent (Preferred)

Work Location: In person