Job Description
Commercial Insurance Customer Service Representative
Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of Commercial Lines insurance coverage.
Location : Blue Bell, PA Montgomery County
Duties & Responsibilities
Receive, document and process all insured’s requests for service.
Be point of contact for clients daily needs.
Prepare and assist with all renewals and new business quotations.
Be informed of new policies, coverage’s, etc., available to our agency and insured’s in order to provide proper coverage’s at competitive prices.
Keep producers fully informed on all-important activities on their accounts.
Work with producers in reviewing and placing new business and re marketing existing business.
Be able to work in a team environment yet be self motivated to handle your own workload.
Maintain customer files and activity in an agency management system
Prepare proposals as requested
Issue Certificates of Insurance
Requirements
- Be able to be in office at least 4 days per week to start. (light hybrid remote work will become available once acclimated).
- Attention to detail and to be able to follow documentation procedures within our management system
- Current Pennsylvania P&C Insurance License
- 2+ years experience in insurance
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