Personal Lines Customer Service Representative

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Canopy Group is seeking a Personal Lines Customer Service Representative to join our growing team in Belle Plain, MN. Recently The Canopy Group was named MIIAB 2018 Agency of the year. Our successful candidate is a team player with insurance customer service experience, has superior communication skills and thrives in a fast-paced work environment. 

 

The Personal Lines Customer Service Representative will assist our clients with service inquiries, and cross-sell additional lines of personal insurance to existing clients. 

 

How You Will Contribute: 

 

• Receive inbound calls to assist insureds with inquiries while making changes to policies as needed, documenting in our agency management system 

• Place outbound calls to complete research and follow up activity and conduct annual account review 

• Communicate with current and potential clients, providing information, answering questions and resolving concerns 

• Processing policy transactions 

• Prepare insurance proposals through rating new business and expiring policies 

• Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement 

• Maintain orderly electronic files and information, following agency procedures regarding customer interactions and transactions, documenting details of conversations, as well as actions taken. Setting suspense for those situations where it is needed. 

• Make sure all new business payments are submitted to the carrier for processing and policies have been issued and successfully downloaded into agency management system 

• Process payments 

• Assist agents with additional activities as assigned to achieve office growth and retention 

 

Licenses and Certifications:  

 

• Property and Casualty Insurance license 

 

Skills & Experience to Be Successful: 
 

• High School Degree or equivalent 

• Advanced knowledge of Microsoft Office software and Web-based Technology 

• Excellent spelling and grammar; outstanding verbal and written communication skills 

• Prior insurance office experience 

 

Pay Range

28.00 - 31.35 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrol