Commercial Insurance CSR
Company: LiFonti Insurance Services Ltd
Posted on: June 20, 2022
Job Description The Customer Service Representative at our
agency is 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.
Health Insurance after two full calendar months of 35+ hours a
401K after 12 full calendar months of 35+ hours a week.
This agency is independently owned and operated. Your application
will go directly to the agency, and all hiring decisions will be
made by the management of this agency. All inquiries about
employment at this agency should be made directly to the location,
and not to the Independent Insurance Agents of Illinois
Answering customer calls and correspondence regarding new or
existing insurance policies.
Providing service to new and existing clients related to updating
policy information, taking payments, and answering their
Gathering necessary data for new and existing clients, including,
but not limited to, ordering Loss Runs and MVR's.
Providing documentation to clients, including, but not limited to
Certificates of Insurance.
Quoting new business on the platforms provided by the insurance
companies we work with.
Helping in servicing and reporting of claims.
Resolving 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
Reviewing audits or policies; verify accuracy and facilitate
corrections, as needed, between client and carrier.
Collaborate with team members, mentor staff, provide expertise and
answer questions, and participate in formal and informal meetings
Creating and updating proposals and other documents in Microsoft
Word and Excel.
Holding an Illinois Property and Casualty insurance license. (Not
required, but preferred)
Holding an Illinois Property and Casualty insurance license (Not
required, but preferred)
Have a minimum of two years of commercial lines insurance account
Demonstrating strong knowledge of insurance products, rating
procedures, underwriting procedures, coverages, and industry
operations to effectively manage, maintain, and write assigned
clients and prospects.
Demonstrate strong customer focus and an excellent phone
Display strong written and verbal communication skills as well as
excellent math and reading skills to perform calculations.
Possessing a sense of urgency, attention to detail, organization,
multi-tasking, and follow-up skills.
Have excellent time management skills with a personal
accountability mindset as well as technology and computer
Being proficient in Microsoft Office 365 including Word and
Experience with Applied TAM, and the quoting platforms of
Auto-Owners, EMC, The Hartford, Liberty Mutual, and/or
Keywords: LiFonti Insurance Services Ltd, Lombard , Commercial Insurance CSR, Other , Lombard, Illinois
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