What are the responsibilities and job description for the Commercial Lines Customer Service Representative position at McDonald Leavitt?
A Leavitt affiliate, BTJ Insurance in Lenoir City TN, is looking for a talented, motivated individual to join their busy office as a Commercial Lines Customer Service Representative.
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 a desire to have a long-term association with a professional company.
Requirements:
• You will be required to obtain a P&C Insurance License within 90 days of employment. Candidates with a license are preferred for this position but not required.
Duties and Responsibilities include:
- Accurately maintain all customer information in the computer management system
- Learn to be proficient and knowledgeable of the various company product.
- Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.
- Answer coverage questions, recommend coverage's, process policy changes, take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from company are correct.
- Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.).
- Resolving 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 adding 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
The Leavitt Group is the 17th largest privately held insurance agency broker in the nation with over 185 locations. They broker commercial lines, and personal lines insurance that manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies.
BTJ Insurance, offers a competitive hourly rate between ( 18.00- 20.00 / hr. ) and an attractive benefits package that includes a health plan and 401 K with company matching.
Interested candidates are encouraged to apply!
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