Customer Service Representative

LIBERTY COMPANY INSURANCE BROKERS LLC•Gainesville, FL

21d•Onsite

About The Position

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

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
Applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role

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