Customer Service Agent - Personal Lines

Essential qualifications:
• WI Property & Casualty insurance license required. (Can be obtained post hire.)
• High school diploma or equivalent is required, higher education including but not limited to professional  designations are encouraged. Knowledge of Microsoft Office is helpful.

Duties include:
• Interact professionally and positively with clients while acting as the first point of contact for incoming client calls/walk-ins/emails regarding billing, coverage questions, and policy changes in a timely and efficient manner. Comply with workflow guidelines.
• Assist clients and document claim reports, forward to company, and update customers on claim status in absence of claim agent.
• Accurately document ALL customer interactions and transactions, recording details of inquiries and comments as well as actions taken in the agency’s management system. Electronically file and maintain organization of client documentation and communication records in the management system. Maintain account files, verifying, and updating account information.
• Prepare and process new business and renewals by gathering updated information from clients, reviewing claim activity, recommending coverages and rating policies. Work with insurance underwriters to obtain quotes, negotiate programs and rates and determine appropriate carriers for clients on renewals and new business.
• Responsible for policy administration and processing rewrites, endorsements, cancellations, and any other miscellaneous changes.
• Verify/complete internal reports as detailed in the workflow guidelines.
• Cross sale of new or additional services or products.
• Provide support to other members of team, as needed.
• Update job knowledge by participating in education opportunities.
• Perform other functions as directed by management. 

Apply now! https://platform.totalcsr.com/apply/a02Ro000003gMP0IAM