What are the responsibilities and job description for the Customer Service Representative - Commercial/Personal Lines position at Spectrum Insurance Group LLC?
Spectrum Insurance Group is searching for a licensed Commercial and Personal Lines Customer Service Representative (CSR) to work in an administrative processing and support role. This position will work out of one of Spectrum's offices, hybrid, or remote within driving distance of a Spectrum office.
The Customer Service Representative will work as a member of the Commercial Lines CSR team, 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 changes
- Submitting claims and assisting with claim follow-up
- Issuing certificates of insurance
- Processing notary bonds and similar requests
- Managing general service requests and documentation within the agency management system
Qualified candidates will hold a Property & Casualty license and have 3 years of commercial and personal lines experience.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Evenings Off
Disability Insurance
Parental Leave
Career Growth Opportunities
Responsibilities
Production Support
Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
Prepares proposals and renewal summaries
Maintains agency management system with up-to-date and accurate data
Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
Prepares certificates, binders, surety bonds and general correspondence
Completes MVR requests and trucking certificates according to scheduled rotation
Administers change requests and endorsements
Answers incoming phone calls, greets and assists agency visitors
Acts as primary and/or secondary back-up to front desk receptionist, if applicable
Administrative
Organizes tasks and resources to complete work and meet deadlines according to established procedures
Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
Responds to incoming phone calls and emails promptly and effectively
Performs basic office functions including emailing, filing, scanning, copying, and faxing
Customer Service
Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction
Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
Answers customer questions and resolves complaints in a timely and efficient manner
Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Requirements
Required Knowledge and Skills
Excellent verbal and written communication skills
Strong analytical thinking and organizational skills
Ability to interact professionally and effectively with customers and team members
Proficient computer skills including the ability to document and access information
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
Valid WI drivers license and acceptable driving history
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin