Customer Service Representative (Insurance)

TL;DR

Customer Service Representative (Insurance): Managing the production of new accounts and retention of existing personal line accounts with an accent on risk management and policy administration. Focus on remarketing accounts, processing renewals and endorsements, and providing high-quality client communication to minimize errors and omissions.

Location: Hybrid (USA)

Company

A global professional services firm specializing in risk, strategy, and people.

What you will do

• Manage remarketing for renewals, gathering risk management recommendations and preparing proposals.
• Process account renewals and endorsements, ensuring coverage accuracy and adherence to agency standards.
• Provide high-quality customer service, handling client requests and coordinating with claims specialists.
• Handle billing processes, including cancellation and reinstatement notices and payment follow-ups.
• Confirm coverage with dealers and mortgage representatives and provide necessary policy documentation.
• Maintain agency management systems, files, and assist with front desk duties.

Requirements

• Must hold all licenses required by the State Department of Insurance to discuss and/or sell insurance in the agency's operating states.
• Previous experience in Personal Lines of Business (preferred).
• Thorough understanding of Personal Lines underwriting and coverages.
• Minimum two years’ experience in a similar customer service or personal lines role (desirable).
• Proficiency in Microsoft Office Products including Word, Excel, and Outlook.

Culture & Benefits

• Diverse, inclusive, and flexible work environment.
• Equal opportunity employer (EOE) committed to embracing all backgrounds.
• Professional office environment with provided standard equipment.
• Standard full-time schedule: Monday through Friday, 8:30 a.m. to 5 p.m.