What are the responsibilities and job description for the Insurance customer service position at Ranahan Recruiting?
Our client Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin. Be mentored by the best! We're a successful and established company that cares about our employees and clients.
We are searching for a Customer Service Representative for the front desk in our La Crosse office. In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.
Property & Casualty License is preferred, but we will also assist a Candidate in getting their license once employed.
Benefits
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Evenings Off
Responsibilities
- Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers.
- Prepares proposals and renewal summaries.
- Maintains agency management system with up-to-date and accurate data.
- Administers processing and suspense of new business, renewals, cancellations, and endorsement requests.
- Prepares certificates, binders, surety bonds and general correspondence.
- Completes MVR requests and trucking certificates according to scheduled rotation.
- Administers change requests and endorsements.
- Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and / or vendors.
Requirement
- Excellent verbal and written communication skills.
- Strong analytical thinking and organizational skills.
- Ability to interact professionally and effectively with customers and team members.
- Proficient computer skills including the ability to document and access information.
- Ability to manage multiple priorities, accurately, efficiently, and independently.
- Attention to detail and ability to complete tasks with a high degree of accuracy.
- Valid WI drivers license and acceptable driving history.
- Current licensure or willing to obtain Property & Casualty Resident Intermediary granted by the State of Wisconsin.
Last updated : 2024-07-22
Salary : $18 - $23
