Personal Lines Customer Service Representative
External
Hilbgroup · WorldwideFull-timeRemote2w ago
Excel
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Responsibilities
- Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
- Binding, filng/data entry
- Order policies and request endorsements from the company as required
- Policy verification assistance
- Updating Certificates of Insurance
- Requesting Loss Runs
- Provides solutions and resolves issues for clients in a timely and effective manner
- Order renewal, expiration lists as needed and review lists to determine appropriate actions
- Type proposals for producers to give to clients and maintain client files
- Enter client information into agency management system
- Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application
- Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance
Requirements
- Education: High School or higher
- Proficient data entry skills.
- Must be organized and have good time management skills
- Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
- Must be detail oriented with a strong attention to detail
- Excellent verbal and written communication skills required
- Must be able to work in a fast-paced environment and be a self-starter
Benefits
Company Paid Life Insurance, Long-Term and Short-Term Disability.Medical, Dental, Vision and FSA/HSA plans.401(k) with company match.Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.Generous PTO.An awesome team of professionals!Dental insuranceVision insurance401(k)Paid time offRemote work options
Additional Information
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines CSR to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.
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