Personal Lines CSR

Job Description

Job Description

Description

This position is responsible for providing assistance to producers in handling and processing of new and renewal business, as well as providing in-house customer service to clients as assigned and requested.

• Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.
• Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
• Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client.
• Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform special projects at management's request.

Looking for an industry experienced customer service representative/account manager. Ohio insurance license preferred but not required. Must be a self-starter with good communication skills, both verbal and written.

Experience level: 2 years (preferred but not required)

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