Customer Service Rep

Requirements

• You will be required to obtain a P&C Insurance License within 90- 180 days of employment.
• One must possess strong customer service skills, and attention to detail.
• Duties and Responsibilities include:
• Accurately maintain all customer information in the computer management system.
• Take claim information, collect premiums, submit the proper documents to the company, and verify that documents received from the company are correct.
• Learn to be proficient and knowledgeable of the various company products.
• Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.
• Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).
• Once licensed, you will provide additional Personal lines support where you will receive insurance customer service training and be mentored by the agency's manager.
• You will be able to answer coverage questions, and recommend coverage's, process policy changes.,
• Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).
• Retain renewal business by contacting insured to review coverages.
• Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.
• Develop existing accounts by attempting to provide additional coverages on existing policies or add additional lines of business (cross-sell).
• Assist the agency in developing new business by providing accurate quotes in a timely manner; prepare proposals, and complete company required forms and requests.
• o Strong written and verbal communication skills
• o Detail oriented, excellent follow-through
• o Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills
• o Ability to organize, prioritize and self-manage workload in digital workflows
• o Confident and outgoing
• o Prior business office support experience a plus
• o High School Diploma/GED
• Why you should apply
• Farm Creek Insurance has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group, one of the nation's largest privately-owned insurance agency brokers. Being a member of our team offers a competitive hourly rate
• and opportunities for growth and a full benefits package that includes:
• o 401(k) with matching employer contributions,
• o Health Savings Account (HSA)
• o Dental and Vision, FSA
• o Paid Vacation and Sick time
• o Professional Training & Development
• Interested candidates are encouraged to apply!
• #LI-DM1

Benefits

Additional Information

As a Customer Services Rep /Account Manager within the Personal Lines Department your duties are key to the agency's success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required . We will train candidates new to the industry. You will learn to; o Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts, o Support Account Managers with special projects and client development o Over time you will have the opportunity to acquire a Property & Casualty license which will allow you to build upon your experience and advance your career in this industry.

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