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Customer Service Agent - Personal Lines

Company: Rapids Insurance; A Division of Marshfield Insuran
Location: Wisconsin Rapids
Posted on: January 16, 2022

Job Description:

A Personal Lines Customer Service Agent is part of a team of professionals who manage, serve and advise clients regarding personal insurance offerings.--
This position is located at our Wisconsin Rapids office.
Essential qualifications:

  • WI Property & Casualty insurance license required.--(Can be obtained post hire.)
  • Relationship driven, effective communicator with outstanding customer service oriented skills.----A professional demeanor must be maintained at all times along with superior ethical standards.--The ability to work well with many types of people, external and internal, with a friendly, outgoing and helpful personality.
  • High school diploma or equivalent is required, higher education including but not limited to professional designations are encouraged.--Knowledge of Microsoft Office is helpful.--Duties include:
    • Interact professionally and positively with clients while acting as the first point of contact for incoming client calls/walk-ins/emails regarding billing, coverage questions, and policy changes in a timely and efficient manner.--Comply with workflow guidelines.
    • Assist clients and document claim reports, forward to company, and update customers on claim status in absence of claim agent.
    • Accurately document ALL customer interactions and transactions, recording details of inquiries and comments as well as actions taken in the agency's management system.--Electronically file and maintain organization of client documentation and communication records in the management system.--Maintain account files, verifying, and updating account information.
    • Prepare and process new business and renewals by gathering updated information from clients, reviewing claim activity, recommending coverages and rating policies.--Work with insurance underwriters to obtain quotes, negotiate programs and rates and determine appropriate carriers for clients on renewals and new business.
    • Responsible for policy administration and processing rewrites, endorsements, cancellations, and any other miscellaneous changes.
    • Verify/complete internal reports as detailed in the workflow guidelines.
    • Cross sale of new or additional services or products.

Keywords: Rapids Insurance; A Division of Marshfield Insuran, Madison , Customer Service Agent - Personal Lines, Hospitality & Tourism , Wisconsin Rapids, Wisconsin

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