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Commercial Lines Customer Service Representative

/ Commercial Lines Customer Service Representative
August 14, 2020 | rw-admin | Insurance
Position Id: CHE4599

Job Description:

Job Title:

Commercial Lines CSR


Our client is one of the top privately held agencies in the Midwest. They are a full-service brokerage firm that assists individuals and business with their property, casualty, employee benefits and individual insurance needs. Their longevity in the business allows them to draw upon years of experience, establish long standing relationships with leading insurance carriers and develop unparalleled expertise. They are seeking a P&C Customer Service Representative to support their middle market accounts . This position can be located in either Rolling Meadows or in downtown Chicago. In this role, you will be responsible for assisting Account Managers with the day-to-day services operations for new and existing clients, and supporting the production of new Property and Casualty accounts.

Job Duties:

What You Will Do Here:
• Prepare insurance documents; auto ID cards, Certificates of Insurance, Evidences of Insurance, and fulfilling MVR requests
• Prepare renewal applications
• Obtain loss experience on all lines of coverage on all accounts
• Initiating and following-up on policy changes with various carriers
• Reviewing and assisting with resolving audit disputes
• Setting up new clients in client management system
• Monitoring receipt of renewal policies
• Preparing client presentations
• Reviewing policies for accuracy
• Sending policies to clients
• Sending all documentation to scanning, and maintaining files in client management system
• Invoicing, updating billing screens, setting up new applications and updating applications in client management system
• Obtaining online quotes for Flood Policies, and BOP’s with various carriers
• Performing other duties as assigned
• As this individual gains knowledge of the accounts, additional duties and responsibilities will be added, such as assisting with marketing

Background Requirements:

What You Bring To The Table:
• 3-5 years of P&C Insurance experience
• IL P&C License with knowledge of insurance industry coverages, terms and conditions
• Knowledge of Epic or another Agency Management system preferred
• Working knowledge of Excel and MS Office
• The ability to multi-task and handle a large volume of items simultaneously
• Good organizational skills, with high attention to detail
• Able to work in a team environment
• Eager to learn new tasks
• Ability to cross-sell products to existing customers

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