- Build strong relationships with clients & carrier personnel to maintain retention
- Follow up with clients' queries, solicit further sales, and solve or refer problems
- Be organized and efficient
- Conduct needs-based customer policy reviews and update coverage
- Ensure a positive customer experience
- Develops complete client information and applications for new and renewal business under the direction of the Agency Owner
- Processes change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status when requested
- Maintains files with proper records according to company procedures. Maintains good internal file audit results
- Assists in the development of solid business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships
- Ensures accuracy of account information for new and renewal policies, endorsements, and audits for accuracy in rating, coverage, and signatures, and enters these transactions to generate billing invoices promptly
- Reviews all premium audits according to Agency procedures recognizing that the Agency must process them promptly
- Attend training and seek self-directed learning to continue industry and technical knowledge education
- Other duties as assigned
- Monday to Thursday: 9:00 am - 5:00pm
- Friday: 9:00am - 4:30pm
- Property & Casualty Insurance license preferred
- Confident self-starter who works well independently in a fast-paced environment
- Excellent verbal and written communication/ interpersonal skills
- Able to utilize computer programs and understand functionality
- Maintain a positive and self-motivated attitude
- 3-5 years' experience preferred
- Health, Dental & Vision Insurance
- Paid Time Off
- 3 weeks vacation, 5 sick days
- Insurance: 3 years (Preferred)
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Insurance Customer Service Representative - Wilkes-Barre, United States - Harvis Inc
Description
Job DescriptionAt Harvis, Inc. we work to support business owners, their managers and Human Resource "departments of one" giving them a trusted HR Partner to whom they can delegate HR responsibilities.
Harvis is not a temporary staffing agency. We partner with clients to help identify and hire the right employees.
Our client, Corbett Insurance is seeking an outgoing, career-oriented professional to join our team. The ideal preferred candidate is someone with a licensed Commercial Lines insurance background.
Corbett Insurance is open to considering candidates with personal lines experience and is willing to train.
Responsibilities:
Experience and Skills
Skills and Experience:
Salary:
Salary commensurate with experience, compensation includes new and renewal commissions.
Experience:
EEO
Harvis Inc. on behalf of our client Corbett Insurance.