Commercial Lines Customer Service Representative - The Workplace Advisors

About The Agency:

Since 1891, has been helping secure quality insurance for individuals, families and businesses. We are a community-first company, valued for our business sense, insurance savvy and dedication to our clients. We prioritize customer engagement to learn how we can provide the best coverage options to meet your unique needs and budget. Working with top-rated insurance providers, our friendly staff guides customers through the entire coverage process and is committed to answering all of your insurance questions, because we care. Our focus on community, customized services, and the right coverage makes us the agency of choice for so many friends and neighbors.

Job Description:  

Are you a successful Commercial Lines Customer Service Representative seeking a new career home? If so, then we want to talk to you! The agency is looking for an experienced Commercial Lines Customer Service Representative to join the team. The successful candidate will be responsible for maintaining strong relationships with current clients and growing the book of business through new client service. 

The ideal candidate will have a solid foundation in commercial lines insurance account management. The candidate will work to meet the overall insurance needs of our commercial customers, helping to retain and grow our commercial lines book of business.

Responsibilities: The candidate must:

• Deliver highly professional and responsive service to a dedicated book of commercial accounts
  

• Handle all in-house account renewals, including binding coverage, renewal proposals, checking policies for accuracy, and invoicing
  

• Respond promptly and effectively to client requests and resolve complex coverage and underwriting issues
  

• Support and prepare clients for renewal and maintain strong client relationships
  

• Anticipate, respond to, and follow up on all existing client needs
  

• Follow department policies/procedures and prioritize tasks based on established guidelines
  

• Effectively manage multiple responsibilities simultaneously with minimal supervision
  

• Stay current on industry changes and maintain continuing education
  

• Display a positive, helpful attitude to help create a friendly environment for clients and co-workers
  

Requirements

Requirements:  The candidate will:

• Hold a P&C license, ACSR, AAI or CIC professional designation strongly preferred
  

• Have previous customer service experience; 2-3 years experience handling commercial accounts strongly preferred
  

• Have a Bachelor’s Degree or comparable work experience
  

• Be people-oriented, client focused, and professionally assertive in developing new client relationships and servicing existing clients
  

• Possess outstanding organizational skills with an ability to manage and multiple complete difficult assignments without direct supervision
  

• Demonstrate sound business judgment, strong decision making, superior written and verbal communication skills
  

• Have excellent time management skills with a personal accountability mindset
  

• Thrive in a team environment and be a positive team player
  

• Have technology and computer proficiency including agency management systems and Microsoft Office Suite; Salesforce experience strongly preferred
  

Please, no calls to Burton & Company.

Requirements: The candidate will: Hold a P&C license, ACSR, AAI or CIC professional designation strongly preferred Have previous customer service experience; 2-3 years experience handling commercial accounts strongly preferred Have a Bachelor’s Degree or comparable work experience Be people-oriented, client focused, and professionally assertive in developing new client relationships and servicing existing clients Possess outstanding organizational skills with an ability to manage and multiple complete difficult assignments without direct supervision Demonstrate sound business judgment, strong decision making, superior written and verbal communication skills Have excellent time management skills with a personal accountability mindset Thrive in a team environment and be a positive team player Have technology and computer proficiency including agency management systems and Microsoft Office Suite; Salesforce experience strongly preferred Please, no calls to Burton & Company.