Job Opportunities

Commercial Lines Customer Service Representative

Commercial Lines Customer Service Representative

Northbrook Insurance Associates Inc.

Slinger, WI  53086

PRIMARY OBJECTIVES:

We are seeking a highly-driven, ethical, and organized insurance customer service representative to join our team.  This individual will perform the essential functions of the position, which include supporting the service needs of current commercial accounts.  Assist producers in placing new business and renewing existing accounts under their direction and will meet the quality standards adopted by the agency.

DUTIES AND RESPONSIBILITIES:

Service Client’s Accounts

-Handle client telephone and mail requests for information, endorsements, cancellations and other services as required

-Check company issued policies for accuracy, informing company, producer and clients of errors or differences.

-Assemble policy package, invoice if necessary and give to producer or mail for delivery

-Issue certificates of insurance as necessary

-Review suspense file on regular basis, re-suspending or handling items as appropriate

-Maintain account files, filing documents into appropriate section of client folders and establish inactive or dead files as necessary

-Review expiration lists with producer and coordinate ordering of renewals

-Send renewal instructions to clients and companies as required

-Process renewals, endorsements, cancellations and audits as required and claims

Coverage Review

-Review current policies and coverage for adequacy and/or sales opportunities

-Recommend coverage upgrades where appropriate

Service Producers Accounts

-Maintain communication with producers and keep them informed of customer activity

-Work with producer on accounts receivable

-Negotiate rates and credits with underwriters on new and existing business

-compute and obtain rates on risks

-type proposals

-Prepare quotations, renewal resumes and price comparisons

-Complete renewal applications including those being sent out for quotations

-Assist agents with new business development, completing application, discuss potential markets

-Coordinate submission with company, answering additional underwriter info requests

-Maintain company submission report card

Personal Lines Opportunity

Personal Lines Customer Service Representative

PRIMARY OBJECTIVES:

  • We are seeking a highly-driven, ethical, and organized insurance customer service representative to join our team.  This individual will perform the essential functions of the position while meeting the quality standards adopted by the agency. It includes supporting the service needs of current personal accounts, assisting producers in placing new business, and renewing existing accounts under their direction. 

DUTIES AND RESPONSIBILITIES:

  • Responsible for providing information, advice, and service to customers during and after the insurance transaction
  • Responsible for the day-to-day operation of an agency
  • Responsibilities of the position include sales such as cross-selling and account rounding
  • Transacting insurance  includes explaining or discussing coverage, presenting quotes, completing applications and binding coverage
  • Maintain knowledge of company underwriting criteria
  • Negotiate with company underwriters.

SERVICE CLIENTS ACCOUNTS

  • Handle client telephone and mail request for information  endorsements, cancellations, and other services as required
  • Image documents, scanning and transacting  renewals, endorsements cancellations
  • Check company issued policies for accuracy

SERVICE CLAIMS

  • Gather information on losses, verify policy coverage
  • Notify company of loss
  • Adjust claim within agency authority, preparing drafts
  • Maintain a claim history, recording  payments and checking  status of pending claims

MAINTAIN LICENSE

  • Maintain current state license, attending classes and seminars as required

MISCELLANEOUS

  • Maintain communication with producer and keep them informed of customer activity as necessary
  • Perform other assignments as required.

SALARY RANGE: Negotiable 

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