Commercial Lines Customer Service Agent

POSITION SUMMARY
Services existing commercial lines accounts while providing support for producers to facilitate the growth of new business and retain existing clients.

ESSENTIAL REQUIREMENTS

• Provides daily customer service to existing customers, documenting all conversations into the agency management system.
• Coordinates renewals of existing accounts with producers, suggesting additional coverages.
• Discusses insurance needs with customers and advises customers on proper products to meet their particular needs.
• Negotiates terms and premiums with underwriters and has the authority to bind coverage on behalf of underwriters of various insurance agencies.
• Must maintain a license in good standing as required with the IN Department of Insurance (once obtained).
• Must have valid driver’s license.
• Completes all compliance training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Zero (0) to five (5) years’ experience preferred.
• Previous customer service experience preferred.
• Knowledge of agency management and carrier rating systems.
• Good communication skills.
• Good PC skills--proficiency in Microsoft Word and Excel essential.
• Ability to work independently to achieve sales goals.
• Attention to detail.

EDUCATION
Bachelors Degree preferred.

LICENSES
Insurance designation started; Property & Casualty license preferred.

TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.