Customer Service Representative - Commercial Lines

New Haven County, Connecticut
commensurate with experience
Nov 27, 2018
Jan 18, 2019
Customer Service
Job Type
Full Time

Growing, full-service agency is seeking a Commercial Lines CSR.  This position is responsible for providing prompt, accurate, and courteous support service to clients and coworkers. The right candidate will be able to work independently in a fast paced environment and service clients with their insurance needs.

Essential Duties and Responsibilities:

  • Communicate with clients on day-to-day activity in professional manner
  • Direct customer to agents, claims specialist and investigators when necessary
  • Produce applications and correspond with clients to obtain signed applications
  •  Order policies from carriers
  •  Ensure policy is received in timely manner and process new client paperwork
  • Verify accuracy of policies
  • Perform data entry in agency management system
  • Process endorsements and enter into agency management system
  • Produce insurance identification cards as needed
  •  Set up new clients in agency management system
  • Ensure the accuracy of the information downloaded into the agency management system by the carriers
  • Work with the information technology staff to ensure information is accurately downloaded with minimal re-work required
  • Address any Billing questions
  • Process automobile changes
  • Changes in scheduled items 

Education and/or Experience:

High School diploma or equivalent, required

Bachelor's degree or the recognized equivalent in education and experience, preferred

Connecticut Property & Casualty insurance license, required

Minimum of 3 years of commercial lines insurance experience, required

Knowledge of the Commercial Auto Industry, preferred

Bilingual in English/Spanish, a plus Technology Skills:

Applied TAM, Applied Epic, or similar agency management software experience, preferred

Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

Ability to rate online and work in multiple carrier's websites, preferred