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Posted 14 months ago
Personal Lines Customer Service Representative
REMOTERemoteFull-time
AI Summary
Handles personal lines insurance customer service tasks including policy verification, endorsements, certificates of insurance, claims support, and data entry for a remote agency position.
About this role
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines CSR to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.
Responsibilities:
Responsibilities:
- Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
- Binding, filng/data entry
- Order policies and request endorsements from the company as required
- Policy verification assistance
- Updating Certificates of Insurance
- Requesting Loss Runs
- Provides solutions and resolves issues for clients in a timely and effective manner
- Order renewal, expiration lists as needed and review lists to determine appropriate actions
- Type proposals for producers to give to clients and maintain client files
- Enter client information into agency management system
- Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application
- Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance
Qualifications:
- Education: High School or higher
- Proficient data entry skills.
- Must be organized and have good time management skills
- Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
- Must be detail oriented with a strong attention to detail
- Excellent verbal and written communication skills required
- Must be able to work in a fast-paced environment and be a self-starter
Benefits:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
Skills
AdobeAgency Management SystemCertificates Of InsuranceClaims ProcessingData EntryEndorsementsExcelLoss RunsMicrosoft OutlookMicrosoft WordPolicy VerificationProposals
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