Customer Service Representative - Commercial Lines

Spectrum Insurance Group is searching for a Commercial Lines Customer Service Representative (CSR) to work on a newly created service team. This position will work out of one of Spectrum's offices, hybrid, or remote within driving distance of a Spectrum office. The Commercial Lines CSR team operates as a centralized service group supporting all Account Managers across the department. Unlike Account Managers, CSRs do not maintain an assigned book of business. Instead, they provide shared processing and administrative support our Account Managers.The CSR group handles a wide range of servicing tasks, including:Processing endorsements, cancellations, and policy changesSubmitting claims and assisting with claim follow-upIssuing certificates of insuranceProcessing notary bonds and similar requestsManaging general service requests and documentation within the agency management systemThis centralized team is new and growing, with five current employees. We are adding staff enabling CSRs to take on more responsibilities that reduce administrative load on Account Managers and allow them to focus more on client relationships & renewals.Qualified candidates will hold a Property & Casualty license and have 3 years of commercial lines experience. BenefitsPaid Time Off (PTO)Health InsuranceDental InsuranceVision InsuranceLife InsuranceHands on TrainingMon-Fri ScheduleRetirement PlanEvenings OffResponsibilitiesProduction SupportCompletes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriersPrepares proposals and renewal summariesMaintains agency management system with up-to-date and accurate dataAdministers processing and suspense of new business, renewals, cancellations, and endorsement requestsPrepares certificates, binders, surety bonds and general correspondenceCompletes MVR requests and trucking certificates according to scheduled rotationAdministers change requests and endorsementsAnswers incoming phone calls, greets and assists agency visitorsActs as primary and/or secondary back-up to front desk receptionist, if applicableAdministrativeOrganizes tasks and resources to complete work and meet deadlines according to established proceduresMakes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standardsResponds to incoming phone calls and emails promptly and effectivelyPerforms basic office functions including emailing, filing, scanning, copying, and faxingCustomer ServiceDelivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interactionPromotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customersAnswers customer questions and resolves complaints in a timely and efficient mannerSupports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors RequirementsRequired Knowledge and SkillsExcellent verbal and written communication skillsStrong analytical thinking and organizational skillsAbility to interact professionally and effectively with customers and team membersProficient computer skills including the ability to document and access information Ability to follow existing processes, procedures, and verbal instructionAbility to manage multiple priorities, accurately, efficiently, and independentlyAttention to detail and ability to complete tasks with a high degree of accuracy License and Certification RequirementsValid WI drivers license and acceptable driving historyCurrent licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

Salary : $16 - $20