Job DescriptionJob DescriptionSalary: TBD
Sheally Insurance Group is seeking a Commercial Lines Customer Service Representative. The successful candidate will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Duties and Essential Job Functions:
Provide service to existing clients related to updating policies, taking payments, answering questions, providing documentation.Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.Support Commercial Lines team to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.Collaborate with team members, answer questions, and participate in formal and informal meetings as needed.Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors.Additional duties as assigned.
Qualifications, Etc.Hold an NC insurance license or being willing to obtain one in the first eight months of employment.Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.Have strong sense of urgency, attention to detail, organization, multi- tasking, and follow up skills.Have excellent time management skills with a personal accountability mindset.Have technology and computer proficiency, including agency management systems and carrier website navigation.
Job DescriptionJob DescriptionSalary: TBD
Sheally Insurance Group is seeking a Commercial Lines Customer Service Representative. The successful candidate will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Duties and Essential Job Functions:
Provide service to existing clients related to updating policies, taking payments, answering questions, providing documentation.Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.Support Commercial Lines team to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.Collaborate with team members, answer questions, and participate in formal and informal meetings as needed.Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors.Additional duties as assigned.
Qualifications, Etc.Hold an NC insurance license or being willing to obtain one in the first eight months of employment.Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.Have strong sense of urgency, attention to detail, organization, multi- tasking, and follow up skills.Have excellent time management skills with a personal accountability mindset.Have technology and computer proficiency, including agency management systems and carrier website navigation.
Job DescriptionJob DescriptionSalary: TBD
Warren Insurance Group is seeking a Commercial Lines Customer Service Representative. The successful candidate will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Duties and Essential Job Functions:
Provide service to existing clients related to updating policies, taking payments, answering questions, providing documentation.Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.Support Commercial Lines team to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.Collaborate with team members, answer questions, and participate in formal and informal meetings as needed.Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors.Additional duties as assigned.
Qualifications, Etc.Hold an NC insurance license or being willing to obtain one in the first eight months of employment.Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.Have strong sense of urgency, attention to detail, organization, multi- tasking, and follow up skills.Have excellent time management skills with a personal accountability mindset.Have technology and computer proficiency, including agency management systems and carrier website navigation.
Job DescriptionJob DescriptionSalary:
Warren Insurance Group is seeking an enthusiastic and personable Personal Lines Customer Service Representative. The successful candidate will be responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed, accuracy and professionalism. The candidate will interact daily with customers, insurance carriers, and fellow employees while conducting specific service activities.
The ideal candidate will have P&C insurance industry experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem solving skills.
The candidate must:Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, and round out accounts.Confer with customers to provide detailed information about products and services, cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.Collaborate with team members/mentor staff and participate in formal and informal meetings as needed.Participate in agency marketing activities, meet with carriers, attend CE sessions and other agency functions.Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors.
