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Personal Lines CSR
Full Time
Multiple Locations

JOB TITLE:  Customer Service Representative

 

BASIC DESCRIPTION:  This position is expected to have a “working knowledge” of their assigned book of business, and developing additional lines.  This position must have a thorough knowledge of the assigned accounts and be able to respond to clients and/or companies.  The position will require servicing of existing business, quoting, taking of claims, placing new business and rounding of accounts.

 

BASIC REQUIREMENTS:  This person is required to hold an agent’s property and casualty license and maintain an understanding of coverage’s, underwriting, rating, claims, premium billing, and collection procedures.  This person should be strong in oral and written communications skills, proper phone etiquette with intent to serve the customer promptly,  have proven sales skills, and outstanding “people” skills.  This person should know how to type and will be expected to continue education in technical insurance knowledge through approved courses or other programs. 

 

PRINCIPAL FUNCTIONS:  Duties include, but are not limited to the following:

 

Customer Service:

  1. Complete applications, endorsements, etc.
  2. Collect data from insured, as necessary
  3. Market new or renewal business within guidelines of agency
  4. Maintain expiration list
  5. Handle client/company correspondence within agency guidelines
  6. Set up and control files
  7. Rate and check policies
  8. Assist client in claims reporting and follow-up
  9. Coordinate with clients, companies, markets and other departments as necessary
  10. Assist in on the job training of other departments
  11. Meet with client in your office or field when necessary
  12. Arrange financing on new business and renewal business
  13. Collect premiums on new business
  14. Screen all walk-ins and phone in prospects
  15. Any and all other assigned duties/special projects

 

Miscellaneous

  1. Process certificates, notaries and other miscellaneous documents
  2. Miscellaneous filing as needed
  3. Take on any special projects as assigned
  4. Close out claims
  5. Input, update, and retrieve information from computer system
  6. Market renewal business

 

Claims

  1. Receive loss information from insured via mail, phone or by office meeting with client
  2. Review policy for coverage
  3. Advise insured how to proceed with estimates and bills
  4. Prepare loss reports and send to companies in a timely manner
  5. Assist insured with claimants reports
  6. Assist insured with state report
  7. Follow up with companies, status request
  8. Close out settled claims-send check in settlement to insured or claimant
  9. Provide loss experience runs when requested (Commercial Lines)
  10. Correlate all first reports and or bills
  11. Act as liaison between employer, employee and company

Personal Information
Are you legally eligible for employment in this country?
Are you over the age of 18?
Have you ever been employed here before?
Do you have any friends or family that currently work here?
Are you currently a student?
If hired, do you have a reliable means of transportation to and from work?
Are you able to travel if the position requires it?
Are you able to perform the essential job functions of the job for which you are applying with or without reasonable accommodation?

Note: We comply with the ADA and consider reasonable accommodation measures that may be necessary for qualified applicants/employees to perform essential job functions.

Employment History
Have you ever been employed before?
Completion of this section is not required if the information is on your resume. Is your employment history detailed in your resume?

Please attach your resume on step 6

Have you ever been involuntarily terminated or asked to resign from any job?
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Skills & Qualifications
Are you fluent in a language other than english?
Education
Completion of this section is not required if the information is on your resume. Is your education history detailed in your resume?

Please attach your resume on step 6

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Did you graduate?
Professional References

Listing references is not required to complete your application, though applicants may be requested to provide references in the interview process.

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Attach Documents
  • A resume is required for a complete application.
  • Cover letters are accepted but not mandatory.
  • Please upload the relevant state insurance license(s) if you are applying for a position that requires an active licence status.
  • Portfolio or examples of work may be uploaded if referenced in the job description for the position being applied for. 

Selected File(s)

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Review & Submit

Applicant Statement and Agreement

 

Please read and initial each paragraph below.

I hereby authorize the Company to thoroughly investigate my references, work record, education and other matters related to my suitability for employment and, further, authorize the prior employers and references I have listed to disclose to the Company any and all letters, reports and other information related to my work records, without giving me prior notice of such disclosure. In addition, I hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands or liabilities arising out of or in any way related to such investigation or disclosure.

In the event of my employment with the Company, I understand that I am required to comply with all rules and regulations of the Company. 

If hired, I understand and agree that my employment with the Company is at-will, and that neither I, nor the Company is required to continue the employment relationship for any specific term. I further understand that the Company or I may terminate the employment relationship at any time, with or without cause, and with or without notice. I understand that the at-will status of my employment cannot be amended, modified, or altered in any way by any oral modifications. 

I understand that safety of employees is extremely important to the Company and that the Company is committed to ensuring a safe working environment. I understand that I, and every employee, have a responsibility to prevent accidents and injuries by observing all safety procedures and guidelines and following the directions of my site supervisor. I understand and agree to comply with federal, state, and local regulations related to on-the-job safety and health. 

I hereby certify that the answers given by me are true and correct to the best of my knowledge. I further certify that I, the undersigned applicant, have personally completed this application. I understand that any omission or misstatement of material fact on this application or on any document used to secure employment shall be grounds for rejection of this application or for immediate discharge if I am employed, regardless of the time elapsed before discovery.

I understand that if I am selected for hire, it will be necessary for me to provide satisfactory evidence of my identity and legal authority to work in the United States, and that federal immigration law requires me to complete an I-9 Form in this regard.

Disclosure to Applicants Concerning Drug Testing:  I understand that, if I am offered a position with the company, I may be given a drug test as a condition of employment.  If I refuse to timely submit to a drug test or fail to pass such a test, I will not be employed by this company.  Negative test results are required as a condition of employment. 

Background Investigation:  I acknowledge that if I am offered employment with the Company, a job offer may also be contingent upon a background investigation which may include interviews with past employers, workers and friends.  Said investigation may also include credit, driving, criminal background, references and other background checks.

I certify that I have read and fully understand the proceeding
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