Customer Service Representative - La Crosse, United States - Harrison Gray Search and Consulting LLC

Harrison Gray Search and Consulting LLC La Crosse, United States

1 day ago

Description

Harrison Gray Search is searching for a Customer Service Representative to join our client's Personal Lines team in La Crosse, Wisconsin.

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.

Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal lines experience.

Benefits

Full-Time
Health Insurance
Dental Insurance
Vision Insurance
Life insurance
Flexible Spending Accounts
Short and Long Term Disability
Accident and Critical Illness Insurance
Long Term Care Insurance
Identity Theft Protection
Paid Holidays
Paid Time Off
401K Plan

Responsibilities

Production Support

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
Completes applications in coordination with Agent, Account Manager/Executive
Answers incoming phone calls, greets and assists agency visitors
Acts as primary and/or secondary back-up to front desk receptionist, if applicable

Administrative

Organizes tasks and resources to complete work and meet deadlines according to established procedures
Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
Responds to incoming phone calls and emails promptly and effectively
Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

Delivers exceptional customer service according to Customer Service Standards with a goal of exceeding customer expectations with every interaction
Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
Answers customer questions and resolves complaints in a timely and efficient manner
Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors

Requirements

Education and/or Work Experience Requirements

High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal lines.

Required Knowledge and Skills

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 follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

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