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

• Receive, document and process all insured’s requests for service.

• Be point of contact for clients daily needs. 

• Prepare and assist with all renewals and new business quotations. 

• 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. 

• Keep producers fully informed on all-important activities on their accounts. 

• Work with producers in reviewing and placing new business and re marketing existing business. 

• Be able to work in a team environment yet be self motivated to handle your own workload. 

• Maintain customer files and activity in an agency management system 

• Prepare proposals as requested

• 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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