Customer Service Representative

LIBERTY COMPANY INSURANCE BROKERS LLC•Gainesville, FL

24d•Onsite

About The Position

The Liberty Company Insurance Brokers and our Partners at Darr Schackow Insurance Agency have an in-office opportunity for a Personal Lines Customer Service Representative in our Gainesville, FL office. In addition to an award-winning company culture, you can expect competitive salary, generous benefit package, PTO, Holiday pay, employee wellness and stress relief programs, opportunities to give back to your community, and more! We are entrepreneurial, positive, team oriented, collaborative, creative, and wellness focused. Employees here can expect a competitive compensation, generous benefit package, PTO/holiday pay, paid training, continued education support, company sponsored stress management programs/activities, opportunities to give back to your local community, and more! Position Summary: The Personal Lines Customer Service Representative is responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts. This individual will talk to clients about their policies and process changes as needed. This role requires a strong ability to communicate and multi-task to offer our clients the highest level of customer service.

Requirements

MUST have a 440 CSR Insurance license within the State of Florida
MUST have a minimum of 3 years’ experience specifically working in Personal Insurance, preferably in an Independent Insurance Agency
Outstanding verbal and written communication skills
Experience using programs within Microsoft Office
Strong organization skills
Professional demeanor and appearance
Friendly and out-going
Significant ability to multi-task detailed and complex work
Strong tendency to always exceed others' expectations

Responsibilities

Bind coverage with required documents/forms and payments
Manage all activities and workload in agency management system (Applied Epic)
Review policies for accuracy
Communicate regularly and directly with clients and underwriters
Send out forms to clients that need to be reviewed and then collect payment
Assist clients with requests for Evidence of Insurance
Handle claim calls from clients, and then report claims to the appropriate carrier
Follow up with clients and adjusters during claims process
Answer incoming calls from clients with general policy questions
Process payments from clients
Assist with quoting activities