Customer Service Representative - Commercial Lines

Description

The Commercial Lines Customer Service Representative is responsible for working on a day to day basis with the CL Account Managers on policy servicing to include issuing certificates, binders, proposals, processing endorsements and audits, and policy checking.  

Requirements

• Work independently, provide prompt, accurate and professional customer service

• Understand key coverages

• Assist in marketing new and renewal business, by entering or updating applications, requesting loss runs, etc

• Maintain contact and collaborate with internal staff  

• Review and update applications and general information (attachments, activities, follow-up) in the agency management system

• Assist in planning, preparing and implementing stewardship meeting info

• Process audits, endorsements, certificates, proposals, policy checking and all other policy service and maintenance

• Some client contact

• Conduct all business in accordance with established policies and procedures

• Other duties as assigned

• Maintain PA Property & Casualty Insurance license and all required CE.   

 

Knowledge, Skills and Abilities of a Customer Service Representative (Commercial Lines)

 

Required:

• High School Diploma or GED

• 1-3 years commercial lines insurance experience or 3-5 years total insurance experience

• Licensed in Pennsylvania Property/Casualty

• Ability to effectively communicate, both written and verbally, to internal and external parties

• Excellent time management, organizational and multi-tasking skills with high attention to detail

• Ability to build and maintain effective relationships with clients, carriers and peers

• Ability to effectively resolve conflict with a minimal negative impact to all parties involved

• Ability to work independently and in cross-functional teams

• Proficiency in Microsoft Office Products (Outlook, Word, Excel)

 

Preferred:

• CISR, AAI or other insurance designations

• Previous EPIC experience

 

Working Environment of a Customer Service Representative (Commercial Lines)

 

• Work is performed indoors in a climate controlled office environment

• General technology as it relates to office administration

• Regular business hours with additional hours required during certain periods

 

Company Description

 

In business since 1929, BABB, Inc. is an employer who cares not only about the health, safety and wellbeing of its own employees, but also makes the well-being of their clients’ employees their businesses.  Partnering with businesses of all sizes, Babb prides itself on improving our clients’ risk in order to drive down insurance costs. 

 

A strong supporter of the Pittsburgh community, BABB’s mission begins “at home” by offering its employees: 

• Family-owned values

• Commitment to personal development 

• A health-based rewards incentive program

• A beautiful historic building worksite 

 

BABB, Inc. is a third party administrator, brokerage and consulting firm located on Ridge Avenue in the North Side of Pittsburgh.  

 

Employee Benefits: 

• Medical, Dental and Vision/ Voluntary Benefits (i.e. Short Term Disability)/ FSA and HSA

• Health Rewards Program/Free On-site Fitness Center

• Free parking 

• Paid Time Off 

• 401(k)