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Customer Service Representative

By September 12, 2022Open Positions


Assist in managing the property, casualty, and management liability programs for assigned clients while providing excellent customer service.  
Responsible for processing applications for insurance and handling service requests for clients according to established procedures.
Respond to routine telephone calls and correspondence in a prompt manner
Responsible for processing of certificates of insurance, automobile identification cards, endorsement changes, and policy review
Assist team members in the renewal and new business process including preparation of proposals.  
Enter information and be comfortable using carrier on-line rating systems
Responsible for ensuring the Agency Management System (Applied Epic) is current and up to date.
Run reports from Agency Management System as requested and assigned.
Hold primary responsibility for invoicing and interacting with accounting group as needed.
Attend client meetings and carrier visits as needed.



Self-starter with excellent time management, adaptability, organizational skills and attention to detail.
Humbly confident with a genuine personality.
Understands importance of accountability to clients and co-workers.
Ability to deliver results, regardless of the situation.
Ability to maintain the highest level of confidentiality.
Present self in professional manner and able to interact with all levels of organization and outside contacts.
Excellent oral/presentation and written communication skills.
Strong computer skills – including Microsoft Office (Outlook, Word, Excel, and PowerPoint) and industry-specific computer software, such as Agency Management Systems.
Working knowledge of applicable laws, regulations and industry standards.
P&C license preferred.
5+ years customer service experience preferred.