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Commercial Lines Customer Service Representative

C. Winchell Agency, Inc.

Description : Family owned and operated. Looking to hire one of a kind Commercial Lines Customer Service Representative. Should be able to manage accounts, obtain expiration list to Market Renewals as Needed 60 days in advance from Effective Date. Serve as positive liaison between agency and its insureds (customers). Be mindful the insured is the person who is responsible for the agency's being in business. Obtain information from the insured (customer) to complete applications and order currently valued loss runs. CSR is responsible for securing all renewal information reviewing for limits, coverage, exposures, etc. Complete applications for new business with other carriers and forward them to the company for a quotation or quote online. Provide customer support, including handling client and company inquiries. Type proposals and summaries for new, prospective, and current customers. Obtain expiration list to Market Renewals as Needed 60 days in advance from Effective Date. Serve as positive liaison between agency and its insureds (customers). Be mindful the insured is the person who is responsible for the agency's being in business. We are a service-oriented organization, each position is responsible for assisting with answering mainline phones. Obtain information from the insured (customer) to complete applications and order currently valued loss runs. CSR is responsible for securing all renewal information reviewing for limits, coverage, exposures, etc. Follow the Commercial Lines Procedures Manual. Requirements : 5 years minimum insurance experience. Must hold a PA Property & Casualty License. Proficient in Word, Excel, Applied/TAM. High School diploma - Preferred 4 Year Collage Degree
Vacancy posted 3 days ago
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