Customer Service Representative Personal Lines

Eagan Insurance • Remote (United States) • 3w ago

Purpose

Establish and maintain producer and client confidence
Individual performance and team work contribution to achieve maximum unit productivity without errors and omissions

Essential Job Functions

Customer Service/Unit Functions:

Complete new business quotes for prospective clients
Complete renewal remarket quotes
Issue evidences of insurance, auto I.D. cards
Process endorsements, mortgage changes, and policy updates
When received, check endorsements for accuracy and forward to insured
Assist Account Executive as needed
Enter applications and/or schedules in AMS
Activity (suspense) documentation and follow-up

Account Services:

Review accounts and pull documents for quoting
Confirm coverages for banks

Other Duties

Be available for possible cross-training
Handle special projects as assigned

Credentials/Training

Training in INS-21, 22, and 23 courses or beyond is helpful
Insurance license (Required)

Physical/Mental

Creative thinking, problem-solving
Organization
Ability to handle stress, meet deadlines
Ability to handle multiple tasks
Good interpersonal skills
Ability to take directions

Equipment/Software

Computer literacy
AMS proficient
Basic knowledge word processing (MS Word)
Scanner

Employee Benefits

Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life, and additional Voluntary Insurance options
Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
Agency matches 50% up to 4% in 401(k)
Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
Flex Fridays (26 Fridays per year - every other Friday off) begins after 90 days of employment
Holidays (9 paid per year) plus additional Office Closures
Employee Assistant Program (EAP)
Flexibility – Great work/life balance

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