Personal Lines Insurance Customer Service Representative/Account Manager
Job Summary
This position is responsible for providing assistance to producers in handling and processing of new and renewal business, as well as providing in-house customer service to clients as assigned and requested.
Essential Functions
- Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.
- Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
- Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client.
- Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Be familiar with and follow agency E&O guidelines.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Perform special projects at management's request.
Job Requirements and Qualifications
Looking for an industry experienced customer service representative/account manager. Ohio insurance license preferred but not required. Must be a self-starter with good communication skills, both verbal and written.
Experience level: 2 years (preferred but not required)
Work Location: Hybrid remote in Mansfield, OH 44906
Job Type: Full-time
Competitive Pay
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance