Personal Lines Customer Service Representative

Job Summary

Seeking a seasoned and dedicated Personal Lines Customer Service Representative to join a team. This role is integral to providing exceptional service to the clients and maintaining the high standards of the organization. The ideal candidate will have experience in personal lines insurance, with a preference for those familiar with Erie Insurance and Applied Epic software. This is an in-office position, with work-from-home options available only under special circumstances.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive 401(k) retirement plan
• Full benefits package (details provided upon request)

Responsibilities

• Provide exceptional customer service to personal lines clients
• Handle standard-sized accounts and manage a book of business
• Assist with quoting new and renewal business
• Collaborate with team members to ensure client satisfaction and efficient operations
• Maintain accurate and up-to-date records in Applied Epic software

Qualifications/Requirements

• Active Property & Casualty (P&C) license required
• Minimum of 2 years of experience in personal lines insurance preferred
• Experience with Erie Insurance and Applied Epic software is a significant advantage
• Strong communication and interpersonal skills
• Ability to work effectively in a team-oriented, in-office environment
• Detail-oriented with excellent organizational skills

#LI-CS1

Commercial Insurance Account Manager/CSR

Job Summary

Seeking a highly motivated, detail-oriented Commercial Insurance Account Manager/Customer Service Representative (CSR) to join a team. The ideal candidate will provide outstanding service to clients by managing accounts, assisting with renewals, and addressing client inquiries. This position requires excellent organizational skills, a client-focused mindset, and the ability to work collaboratively.

Responsibilities

• Build and maintain strong client relationships by addressing customer inquiries and resolving issues promptly.
• Assist in preparing and processing renewal documents, quotes, and endorsements for commercial insurance policies.
• Support the sales team by identifying client needs and suggesting appropriate insurance solutions.
• Manage policy changes, cancellations, billing inquiries, and other customer service tasks.
• Maintain accurate and up-to-date account information in the system.
• Collaborate with underwriters, carriers, and other team members to provide seamless client support.
• Educate clients about available coverage options and changes to policy terms.
• Ensure compliance with all applicable laws and regulations in the insurance industry.
• Actively participate in company meetings, training, and development opportunities to enhance skills and knowledge.

Qualifications/Requirements

• Proven experience as an Account Assistant, Customer Service Representative, or similar role in commercial insurance.
• Strong understanding of commercial insurance concepts, policies, and procedures.
• Excellent communication skills, with the ability to clearly explain complex information to clients and team members.
• Proficient in using insurance management software and Microsoft Office Suite (Word, Excel, Outlook).
• Highly organized, with the ability to manage multiple tasks and deadlines.
• Exceptional problem-solving and decision-making skills.
• Ability to work both independently and as part of a collaborative team.
• Holds an active P&C (Property and Casualty) insurance license.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DD3

Commercial Lines Customer Service Representative – Small Business

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative – Small Business to join a team. This role is integral in supporting the agency sales team and ensuring the seamless management of small business renewals. The ideal candidate will have a strong background in commercial lines insurance, excellent customer service skills, and the ability to thrive in a hybrid work environment. This position offers an exciting opportunity to contribute to the success of an agency by delivering exceptional service and maintaining high-quality standards.

Compensation Package

• Compensation: Hourly rate equivalent to an annual salary of approximately $57,000 to $63,000, based on experience and qualifications.

Responsibilities

As a Commercial Lines Customer Service Representative – Small Business, your key responsibilities will include:

• Servicing the Commercial Lines Book of Business:

  • Processing endorsements, billing, and payments.
  • Handling claims and creating new/renewal business submissions.
  • Ordering loss runs, experience modifiers, and assisting with supplemental applications.
  • Issuing certificates, evidence of insurance, auto ID cards, and binders.
  • Checking and mailing out policies, creating proposals, and tracking cancellations and audits.
  • Managing bonds and other related tasks.

• Renewal Management:

  • Optimizing small business renewals by managing the renewal process and maintaining strong client relationships.

• Remarketing:

  • Identifying and executing remarketing opportunities for clients.

• Quoting Account Rounds:

  • Providing quotes for existing commercial lines business.

• Staying Updated:

  • Keeping up-to-date with carrier updates and underwriting information to ensure compliance and accuracy.

Qualifications/Requirements

To be successful in this role, candidates should meet the following qualifications:

• 3-5 years of experience in commercial lines insurance (preferred).
• Proficiency in EPIC software is a plus but not required.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to work independently and collaboratively in a hybrid work environment.
• Detail-oriented with a commitment to delivering high-quality service.

#LI-JN6

Personal Lines Associate Client Representative

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Associate Client Representative to join a team. This role is an excellent opportunity for individuals looking to grow their career in the insurance industry. The successful candidate will provide support to Client Managers and Client Advisors by following established workflows and procedures to ensure efficient and effective service delivery.

Compensation Package

• Salary: $45,000 annually
• Benefits: Comprehensive benefits package, including 401(k) plan

Responsibilities

As a Personal Lines Associate Client Representative, your primary responsibilities will include:

• Setting up and maintaining accurate account details, contacts, and policy information in EPIC
• Processing renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
• Attaching, organizing, and naming documents in EPIC
• Initiating endorsements, proofs of insurance, and invoices
• Utilizing templates and system-generated letters/forms to produce standard communications to clients and carriers
• Creating activities in EPIC and assigning them to applicable team members

Additional responsibilities may include:

• Pulling items such as MVR, CLUES, Risk Meters, RCE, etc.
• Generating and sending renewal proofs upon request
• Checking policies and endorsements against requests and completing checklists
• Document maintenance and retrieval
• Supporting other team members as needed

Qualifications/Requirements

• Experience: 0-2 years of experience in Personal Property and Casualty insurance preferred
• Licenses/Certifications: State Property & Casualty insurance license preferred or willingness to obtain within a specified timeframe
• Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, etc.); familiarity with EPIC software is a plus
• Soft Skills:
  • Strong written, oral, and interpersonal communication skills
  • Ability to prioritize tasks and manage workflow effectively
  • Problem-solving skills and a collaborative mindset
  • Commitment to meeting the expectations of co-workers and clients
  • Eagerness to learn and improve knowledge of industry standards, coverage fundamentals, and technology

#LI-DD4

Office Administrator/Customer Service Representative

Job Summary

Seeking a highly organized and customer-focused Office Administrator/Customer Service Representative to join a team. The ideal candidate will have a background in insurance or be willing to obtain the necessary licensing. This is an excellent opportunity to join a dynamic and privately-owned organization with a collaborative and professional work environment.

Compensation Package

• Competitive salary range: $67,000 - $90,000 annually
• Comprehensive benefits package, including health insurance and other perks

Responsibilities

• Provide administrative support to ensure efficient office operations
• Serve as the first point of contact for customer inquiries, delivering exceptional customer service
• Manage and maintain office records, files, and documentation
• Assist with scheduling, correspondence, and other administrative tasks as needed
• Collaborate with team members to support business operations and client needs
• Ensure compliance with company policies and procedures

Qualifications/Requirements

• Previous experience in an administrative or customer service role is preferred
• Background in the insurance industry is highly desirable; willingness to obtain insurance licensing if not already licensed
• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to work independently and as part of a team
• Flexibility to work 2-3 days per week in the office

#LI-JL1

Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join a dynamic team. This role offers an exciting opportunity to work in a collaborative and respectful environment that values teamwork and professional growth. As part of a well-established organization, you will play a key role in supporting various projects and teams, particularly focusing on medium to large construction accounts. This is a hybrid position, offering flexibility with 2-3 days per week.

Compensation Package

• Salary Range: $60,000 - $70,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Serve as a floater, assisting with various projects and supporting different teams as needed
• Work on medium to large construction accounts, with a focus on contractors and construction niches
• Collaborate with Account Managers to ensure seamless service delivery
• Utilize EPIC software to manage accounts and maintain accurate records
• Provide exceptional customer service and maintain strong client relationships

Qualifications/Requirements

• Experience: Minimum of 2 years of experience working on medium to large construction accounts
• Licenses/Designations: Property & Casualty (P&C) license required; additional designations are highly valued
• Technical Skills: Proficiency in EPIC software is preferred
• Soft Skills: Strong teamwork, attention to detail, adaptability, and excellent communication skills are essential
• Work Environment: Ability to work in a hybrid setting, with 2-3 days per week in the office

#LI-CD3

P&C Licensed Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and motivated P&C Licensed Customer Service Representative to provide high-quality service and support to insurance clients. This role focuses on servicing Property and Casualty accounts, handling client inquiries, and supporting ongoing account needs in a fully remote environment.

Responsibilities

• Respond to client inquiries related to insurance policies, coverage, and claims support

• Provide accurate and timely information regarding insurance products and services

• Manage and service assigned client accounts, ensuring records are maintained accurately within agency management software

• Process routine policy changes, endorsements, and documentation requests

• Collaborate with internal team members to support client satisfaction and service standards

• Identify and resolve service issues efficiently and professionally

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license

• Prior customer service experience within the insurance industry preferred

• Strong verbal and written communication skills

• Ability to work independently in a remote setting

• Comfortable using technology, carrier portals, and agency management software

• Detail-oriented with strong organizational skills

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.

#LI-JL1

Agency Executive Assistant

Job Summary

Seeking a detail-oriented and experienced Agency Executive Assistant to join a team on a part-time basis, with the potential for full-time employment based on performance and fit. The ideal candidate will have a strong background in agency operations, including billing, certificates of insurance, and administrative support. This role is perfect for someone who is confident, competent, and looking for a flexible work schedule.

Compensation Package

• Hourly rate: $18 - $25 per hour, based on experience
• Part-time: 20-30 hours per week to start
• Potential for full-time employment based on performance and business needs
• Additional compensation may be considered for candidates with relevant licensing, extensive experience, or the ability to bring in new business

Responsibilities

• Provide administrative support to the agency, acting as an executive assistant
• Handle agency billing inquiries and coordinate between clients and carriers
• Process and manage certificates of insurance
• Assist with tasks such as swapping autos, creating spreadsheets, and other administrative duties
• Maintain accurate records and ensure compliance with agency standards
• Support the team with additional tasks as needed

Qualifications/Requirements

• Proven experience in agency operations, billing, or related fields
• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Proficiency in creating and managing spreadsheets
• Confidence and competence in handling administrative tasks independently
• P&C license is not required but is a plus and may lead to higher compensation
• Local candidates are preferred, but virtual candidates will be considered
• Ideal for individuals with significant experience in the insurance industry or those seeking a flexible, part-time role

#LI-CS1

Account Executive / Benefit Advocate job search.

• This position requires experience in employee benefits
• It would be an Exempt position
• Salary would depend on experience:  Base would be $50,000 up to $75,000 based on the person’s experience
• Since we want experience, they should be MN life and health licensed

• We offer full benefits, which I am including in this email
• Unified PTO policy that includes vacation, sick, MN ESST and MN paid leave
• Hybrid position – 2 days from home, 3 days in office (Eagan)
• Home office set up – 2 monitors, docking station, camera, keyboard and mouse provided
• Culture is important – we do quarterly team outings/events
• Will be required to complete
  • Harrison Assessment
  • Culture Index
• Will need to pass a background check and fingerprinting because Lisa is securities licensed
• May not work at any other positions at the same time with another financial institution

Customer Service Representative - Personal Lines

Job Summary

Seeking a dedicated and professional Customer Service Representative (CSR) to join a close-knit, family-owned insurance agency. This role focuses on Personal Lines and offers an excellent opportunity to work in a supportive environment that values work-life balance and fosters a collaborative culture. As a CSR, you will play a vital role in managing client relationships, handling policy changes, and addressing customer needs.

Compensation Package

• Salary: $50,000 - $65,000 annually, based on experience
• 401(k): Roth Account
• Work Environment: In-office with hybrid flexibility as needed
• Benefits: No additional benefits provided

Responsibilities

• Manage client relationships and provide exceptional customer service
• Handle policy changes and address carrier alerts
• Respond to customer inquiries and requests in a professional and timely manner
• Cross-sell insurance products to existing clients
• Work with standard lines carriers, including Travelers, Safeco, Mercury, Nationwide, and others
• Assist with managing a book of business valued at $3M, including accounts ranging from $1M to $1.5M

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience: 2-3 years of experience in a similar role preferred
• Software Skills: Familiarity with EzLynx and/or HawkSoft is preferred
• Soft Skills:
  • Strong problem-solving abilities
  • Excellent written and verbal communication skills
  • Professional demeanor and customer-focused mindset

#LI-EL2