Commercial Lines Customer Service Associate

Leavitt Group in Cedar City, UT is looking for a Commercial Lines Customer Service Associate for their growing office.

Description:

The Commercial Lines Customer Service Associate is responsible for working with the Account Manager in providing timely and professional service for the clients. The CSA is expected to develop a knowledge of assigned accounts and is expected to meet the department’s Standard of Excellence for client service, professionalism and work attitude.

Essential Duties and Responsibilities:

• Processes emails in agency boxes and moves to Executive folder if pertains to a renewal

• Responds to customer inquiries regarding policy changes etc. in a timely manner

• Places Certificate requests in appropriate folder or processes them when needed

• Assists Account Manager with marketing during the marketing and quotation process

• Assists clients/policyholders in filing claims or making claim updates

• Processes renewal certificates

• Documents all client conversations with details

• Follows department procedures for processing and preparation of customer correspondence, certificates of insurance, binder, cancellation requests, insurance ID cards and internal correspondence as requested, ensuring that activities and follow-ups are set and the client file in the agency management system is updated and consistent

• Daily phone coverage except for breaks and lunch. All conversations recorded and documented with clients and details.

• Backs up Account Manager on phone calls

• Attends Team meetings, Carrier meetings and continued educational classes

• Sets priorities, organizes and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities

• Maintains a professional and effective relationship with clients, co-workers, carriers, vendors and other business contacts

• Keeps informed regarding industry information, new product information and continuously improves knowledge and performance

• Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals.

• Fulfills other duties as assigned

Skills and Knowledge:

• High School diploma or general education degree (GED)

• Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others

• Possesses the ability to perform work in a dependable, consistent, and timely manner

• Demonstrates the ability to follow instructions, responds to management direction, and solicits feedback to improve performance

• Possesses current Property, Casualty Insurance License

• B a s i c Knowledge of Insurance product

• Knowledge of insurance rating and underwriting

• Ability to Multi-Task

• Ability to handle and pacify difficult customers.

• Ability to cope in a fast-paced job environment.

• Ability to analyze all situations and solve problems efficiently.

• Anticipate, meet and/or exceed customer needs, wants and expectations.

• Takes initiative in learning and implementing new concepts, and technologies

• Ability to read and learn to interpret documents such as policy forms.

• Ability to learn how to calculate figures and amounts such as discounts, interest and commissions and percentages.

Working Conditions/Needs:

• High pressured, fast paced environment with significant telephone and personal disruption.

• Must have an ergonomic desk and chair. Desk large enough for two large monitors and phone (provided by Leavitt)

• Quiet space – able to have conversations with clients, carriers, co-workers without background noise (children/animals).

• Must have highspeed internet connection – 50MB Up and Down or Higher. (Your internet provider will understand these numbers).

• Internet connection (not Wi-Fi) in your work space.

Leavitt Group offers a competitive hourly wage and an attractive benefits package that includes:

• $50,000 - $60,000 depending on experience

• Health Insurance

• Dental and Vision Insurance

• 401(k) with matching employer contributions.

• HSA and FSA

• Paid sick and vacation leave

• A Wellness Program

Leavitt.com/btj