JGE Customer Service Representative - Commercial Lines
Platte Valley Companies•Torrington, WY
•Hybrid
About The Position
Our service team plays a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and our insurance partner carriers. This position may be filled in the following locations: Torrington, WY, Casper, WY, Scottsbluff, NE.
Requirements
- Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
- Should have a thorough understanding of commercial lines underwriting and coverage.
- Critical proofing is required.
- Must have keyboarding and computer skills. Microsoft Word & Excel required.
- Minimum 3 years’ experience in similar position is desirable.
- The ability to become State licensed within 6 months.
- Must be capable of working with and maintaining the confidentiality of sensitive information.
Responsibilities
- Manage the entire account-service process.
- Market to carriers.
- Prepare quotes and proposals.
- Assist with client presentations.
- Maintain renewal controls on expirations and binders.
- Coordinate premium financing and the collection of premiums, as needed.
- Assist with retention of client accounts.
- Identify existing customer needs and make appropriate recommendations.
- Handles telephone calls and/or emails with professionalism and follow up on any action needed related to each transaction.
- Maintains client files within the agency’s automation system to ensure proper documentation.
- Be familiar and follow specific Company and Agency guidelines in marketing new business applications, renewals, and processing existing policy changes.
- Greet clients and prospective clients extending courtesy, kindness, determine their needs, and direct them to the proper office.
- Be familiar with and follow agency E&O guidelines.
- Assist producers and managers with any special projects or requests.
- Participate in seminars and classes for skill and knowledge development.
- Maintain open communication with department and office personnel to build teamwork and efficiency.
- Other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
