Commercial Lines Small Business Customer Service Representative Richmond

Linville Insurance Agency

Commercial Lines Small Business Customer Service Representative

Full Time • Richmond
Summary:  

Under direct supervision of agency manager, commercial customer service representatives are energetic, outgoing individuals with a passion for helping others.  They are responsible for building and maintaining client relationships and providing exceptional customer service to our small business clients.   Candidate should be a critical thinker, capable of understanding the needs of the clients and communicating decisions to various parties involved in the transaction, they should be incredibly detail oriented and must be able to constantly multi- task.  Customer service representatives serve as the first point of contact for clients, the right hand of the account manager and producer and is a business partner to our carriers.  Linville Insurance requires members of our team to possess a positive and winning attitude.  We cultivate a culture of doing what is right, helping others and giving good quality advice to our clients.  

Duties: 

*Compiling data and verifying accuracy-cooperate in gathering all information needed for various insurance transactions

*Processing policy change, renewal and new business transactions

*Remarketing accounts as necessary

*Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system. 

*Actively cross selling current clients and refer to appropriate departments if needed

*Completing agency proposals as needed for new quotations and renewals

*Cancelling policies as requested

*Placing and processing coverages

*Issuing certificates and proof of insurance 

*Handling client communications both electronically and in person

*Arrange payment terms and taking payments as needed

*Keeping informed on rates and coverage changes

*Maintaining a good working relationship with company underwriters and other personnel

*Keep abreast of trends and techniques and use agency selling aids to maintain a competitive status for the agency within the industry.

*Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

 

 

Required Knowledge, Skills and Abilities:

•             Hold a KY property and casualty insurance license; minimum of two years commercial lines insurance experience preferred; high school diploma required with college degree preferred

•             Possess a valid driver’s license and a source of reliable transportation. 

•             Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.

•             Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.

•             Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.

•             Have excellent time management skills and thrive in a team environment

*             Technology proficiency with advanced computer skills including Microsoft word, excel, internet explorer, google chrome and willingness to learn agency management system and electronic signature platform.  Preference given to those with experience using Applied Systems

Benefits/Perks:

*             Job Type: Full-time

•             Competitive Pay with benefits

•             Professional Development

•             Job Stability in a growing industry
Compensation: $32,000.00 per year




This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

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Benefits of working as an Independent Insurance Agent

 
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)