Commercial Lines Customer Service Agent

Leavitt Group•Cedar City, UT

3d•$50,000 - $60,000•Remote

About The Position

The Commercial Lines Customer Service Agent is responsible for working with the Account Manager in providing timely and professional service for the clients. The CSA is expected to develop a knowledge of assigned accounts and is expected to meet the department’s Standard of Excellence for client service, professionalism, and work attitude.

Requirements

High School diploma or general education degree (GED)
Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others
Possess current Property, Casualty Insurance License
Basic knowledge of Insurance products
Knowledge of insurance rating and underwriting

Responsibilities

Processes emails in agency boxes and moves them to the Account Manager folder if it pertains to a renewal
Responds to customer inquiries regarding policy changes, etc., promptly
Places Certificate requests in the appropriate folder or process them when needed
Assists the Account Manager with marketing during the marketing and quotation process
Assists clients/policyholders in filing claims or making claim updates
Processes renewal certificates
Follows department procedures for processing and preparation of customer correspondence, certificates of insurance, binder, cancellation requests, insurance ID cards and internal correspondence as requested, ensuring that activities and follow-ups are set and the client file in the agency management system is updated and consistent
Fulfills other duties as assigned