What are the responsibilities and job description for the Customer Service Rep / Commercial Lines position at Leavitt Group Central?
Build your career in a growing industry and with a highly respected Insurance Agency Broker.
Ewing -Leavitt in Loveland, CO is looking for someone to join their team and grow with them.
Job Description:
As a Customer Services Account Rep within the Commercial Lines insurance Department your duties are key to the agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required. One must possess strong customer service skills, and attention to detail.
You will learn to;
- Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts,
- Support Account Managers with special projects and client development
- Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry.
Requirements:
• You will be required to obtain a P&C Insurance License within 90- 180 days of employment.
- Candidates with a current license are also encouraged to apply.
Duties and Responsibilities include:
- Accurately maintain all customer information in the computer management system.
- Take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from the company are correct.
- Learn to be proficient and knowledgeable of the various company products.
- Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.
- Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).
Once licensed, you will provide additional Commercial and Personal lines support where you will receive advanced insurance customer service training and be mentored by experienced Account managers, Sales Executives and Producers.
- You will be able to answer coverage questions, and recommend coverage's, process policy changes.,
- Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).
- Retain renewal business by contacting insured to review coverages.
- Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.
- Develop existing accounts by attempting to provide additional coverages on existing policies or add additional lines of business (cross-sell).
- Assist the agency in developing new business by providing accurate quotes in a timely manner; prepare proposals, and complete company required forms and requests.
Qualifications
- Strong written and verbal communication skills
- Detail oriented, excellent follow-through
- Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills
- Ability to organize, prioritize and self-manage workload in digital workflows
- Confident and outgoing
- Prior business office support experience a plus
- High School Diploma/GED
Why you should apply
Ewing -Leavitt has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group, one of the nation’s largest privately-owned insurance agency brokers.
Being a member of our team offers a competitive salary (40K- 45 K DOE and license), opportunities for growth and a full benefits package that includes:
- 401(k) with matching employer contributions,
- Health Savings Account (HSA)
- Dental and Vision, FSA
- Paid Vacation and Sick time
- Professional Training & Development