CLIENT SERVICES REPRESENTATIVE

Barnum Financial Group
Shelton, CT, United States
Full-time

Barnum P&C provides personalized financial protection using a diverse range of insurance products, always with superior customer service.

Barnum P&C specialize in personal home, auto, and umbrella coverage, as well as commercial risk products for all types of businesses.

This position is responsible for servicing existing Barnum P&C clients. There are opportunities for career advancement, in addition to hands-on training to facilitate your growth & knowledge of Property & Casualty Insurance.

Job Duties

  • Answer phone for P&C servicing calls
  • Assist clients with policy changes on a variety of different P&C products
  • Answer billing questions and process payments
  • Process mortgage change requests
  • Add / replace vehicles & drivers on auto policies
  • Run carrier reports for policy updates

Requirements

  • Property & Casualty License preferred
  • Prior agency management system experience preferred, EZLynx experience ideal
  • Client-first attitude
  • Professional and service-oriented phone etiquette
  • Confident, organized, and motivated self-starter who enjoys working in a fast-paced environment
  • Analytical skills to understand complex coverage details
  • Strong interpersonal skills to build relationships with clients, advisors, carriers, and leaders
  • Highly effective written and oral communication skills
  • Comfortable with and proactively contributing to a collaborative team environment
  • Ability to use discretion and maintain client confidentiality
  • Proficiency in Microsoft Office
  • 1 day ago
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