Personal Lines CSR
Personal Lines CSR
Department: Insurance & Financial Services
Employment Type: Full Time
Location: Ohio
Compensation: $45,000 - $65,000 / year
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.
Key Responsibilities
ā¢ Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.
ā¢ Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
ā¢ 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.
ā¢ 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.
ā¢ Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
ā¢ Be familiar with and follow agency E&O guidelines.
ā¢ Maintain electronic and/or paper files in an orderly, up-to-date manner.
ā¢ Perform special projects at management's request.
Skills, Knowledge and Expertise
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)
Benefits
ā¢ 401(k) matching
ā¢ Dental insurance
ā¢ Flexible schedule
ā¢ Health insurance
ā¢ Life insurance
ā¢ Paid time off
ā¢ Vision insurance
Apply Now
Apply Now
Department: Insurance & Financial Services
Employment Type: Full Time
Location: Ohio
Compensation: $45,000 - $65,000 / year
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.
Key Responsibilities
ā¢ Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.
ā¢ Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
ā¢ 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.
ā¢ 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.
ā¢ Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
ā¢ Be familiar with and follow agency E&O guidelines.
ā¢ Maintain electronic and/or paper files in an orderly, up-to-date manner.
ā¢ Perform special projects at management's request.
Skills, Knowledge and Expertise
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)
Benefits
ā¢ 401(k) matching
ā¢ Dental insurance
ā¢ Flexible schedule
ā¢ Health insurance
ā¢ Life insurance
ā¢ Paid time off
ā¢ Vision insurance
Apply Now
Apply Now