We’re seeking an organized and highly motivated Insurance Customer Service Representative to join our team!

This position will be handling a book of business while processing new / renewal business while providing customer service to clients as assigned and requested.

Responsibilities include but not limited to :

• Responds directly and promptly to client inquiries and requests
• Accurately prepares, processes, and reviews various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, proposals, etc.
• Audits policies for coverages as quoted, proposed and bound.
• Develops and maintain client service plans and manages mid-term changes
• Responsible for new client setup and ongoing client maintenance in the agency management system.
• Completes premium finance agreement requests
• Requests and summarizes loss runs and process claims
• Meets with clients as needed to enhance knowledge of client accounts.
• Assists with new account development
• Creates insurance proposal to compare competitive insurance program options

Required Skills

• Excellent communication and interpersonal skills
• Strong sales background
• Good customer service skills
• Attention to detail and accurate record keeping
• Excellent time management skills and self-motivation
• Computer experience with Windows based software
• Ability to work in a team based setting

Qualifications :

Education and Experience :

• High School diploma or equivalent required
• Life and Health Insurance experience a plus

Licenses or Certifications :

• Active Wisconsin Property and Casualty license required

Last updated : 2024-06-08