Job Description
Commercial Insurance Customer Service Representative
Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of Commercial Lines insurance coverage.
Location: Blue Bell, PA Montgomery County
Duties & Responsibilities
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Receive, document and process all insured’s requests for service.
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Be point of contact for clients daily needs.
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Prepare and assist with all renewals and new business quotations.
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Be informed of new policies, coverage’s, etc., available to our agency and insured’s in order to provide proper coverage’s at competitive prices.
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Keep producers fully informed on all-important activities on their accounts.
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Work with producers in reviewing and placing new business and re marketing existing business.
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Be able to work in a team environment yet be self motivated to handle your own workload.
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Maintain customer files and activity in an agency management system
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Prepare proposals as requested
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Issue Certificates of Insurance
Requirements
- Be able to be in office at least 4 days per week to start. (light hybrid remote work will become available once acclimated).
- Attention to detail and to be able to follow documentation procedures within our management system
- Current Pennsylvania P&C Insurance License
- 2+ years experience in insurance
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