Insurance Customer Service Representative - Osseo, United States - Greater Insurance Service Corp

Description

Were seeking an organized and highly motivated Insurance Customer Service Representative to join our team

This position will be handling a book of business while processing new/renewal business while providing customer service to clients as assigned and requested.

Responsibilities include but not limited to:

Responds directly and promptly to client inquiries and requests

Accurately prepares, processes, and reviews various documents such as certificates of insurance, auto ID cards, binders, renewal information requests, audits, endorsements, proposals, etc.

Audits policies for coverages as quoted, proposed and bound.

Develops and maintain client service plans and manages mid-term changes

Responsible for new client setup and ongoing client maintenance in the agency management system.

Completes premium finance agreement requests

Requests and summarizes loss runs and process claims

Meets with clients as needed to enhance knowledge of client accounts.

Assists with new account development

Creates insurance proposal to compare competitive insurance program options

Required Skills

Excellent communication and interpersonal skills

Strong sales background

Good customer service skills

Attention to detail and accurate record keeping

Excellent time management skills and self-motivation

Computer experience with Windows based software

Ability to work in a team based setting

Qualifications:

Education and Experience:

High School diploma or equivalent required

Three or more years of experience in Personal and Commercial Insurance preferred

Life and Health Insurance experience a plus

Licenses or Certifications:

Active Wisconsin Property and Casualty license required