Job Description
Personal Lines CSR Department: Insurance & Financial Services Employment Type: Full Time Location: Ohio Compensation: $45,000 - $65,000 / year Description 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. Key Responsibilities • 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. Skills, Knowledge and Expertise 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) Benefits • 401(k) matching • Dental insurance • Flexible schedule • Health insurance • Life insurance • Paid time off • Vision insurance Apply tot his job