Commercial Lines Small Business Customer Service Representative

Commercial Customer Service Representative

Under direct supervision of agency manager, commercial customer service representatives are energetic, outgoing individuals with a passion for helping others. They are responsible for building and maintaining client relationships and providing exceptional customer service to our small business clients. Candidate should be a critical thinker, capable of understanding the needs of the clients and communicating decisions to various parties involved in the transaction, they should be incredibly detail oriented and must be able to constantly multi-task. Customer service representatives serve as the first point of contact for clients, the right hand of the account manager and producer and is a business partner to our carriers. Linville Insurance requires members of our team to possess a positive and winning attitude. We cultivate a culture of doing what is right, helping others and giving good quality advice to our clients.

Duties

• Compiling data and verifying accuracy-cooperate in gathering all information needed for various insurance transactions
• Processing policy change, renewal and new business transactions
• Remarketing accounts as necessary
• Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system.
• Actively cross selling current clients and refer to appropriate departments if needed
• Completing agency proposals as needed for new quotations and renewals
• Cancelling policies as requested
• Placing and processing coverages
• Issuing certificates and proof of insurance
• Handling client communications both electronically and in person
• Arrange payment terms and taking payments as needed
• Keeping informed on rates and coverage changes
• Maintaining a good working relationship with company underwriters and other personnel
• Keep abreast of trends and techniques and use agency selling aids to maintain a competitive status for the agency within the industry.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Required Knowledge, Skills and Abilities

Hold a KY property and casualty insurance license; minimum of two years commercial lines insurance experience preferred; high school diploma required with college degree preferred

Possess a valid driver's license and a source of reliable transportation.

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.

Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.

Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.

Have excellent time management skills and thrive in a team environment

Benefits / Perks

Competitive Pay with benefits

Professional Development

Job Stability in a growing industry