Personal Lines Support
The Personal Lines Support Representative is responsible for assisting Personal Lines with administrative tasks.
Supervisory Responsibilities : None
Essential Tasks :
- Assist customers with service requests by phone and email, process policy changes, assist with billing and claims
- Provide proof of insurance
- Identify opportunities to engage with customer
- Enthusiastically engage in company culture and corporate goals
- Identify complex requests and triage to designated Account Manager or carrier
- Maintain updated customer file including policy information, correspondence, and contact information
- Support Account Manager with processing changes and other tasks in the system
- Various other clerical tasks as instructed
Core Competencies :
Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely mannerAttention to Detail : A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability : Acknowledgment of the importance of being present and punctual.Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills : Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environmentExperience and Education :
High school diploma or equivalentLicensing and Credentials :
NoneSystems :
Experience with Microsoft Excel, Word, PowerPoint, and Outlook preferredPhysical Requirements :
Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.