Job Description
ROLE FUNCTION: Commercial Lines Insurance Service Representative
COMPENSATION RANGE: Dependent on experience, licensed status: ranging from $20-25hr.
ROLE SUMMARY:
The Commercial Lines CSR performs the essential functions for our Agency, keenly focused on responding to client requests and serving the needs of the insurance policy life-cycle.
Specific service and marketing responsibilities are required in this position.
KNOWLEDGE, SKILLS, AND ABILITIES:
Required: Experience working with independent insurance markets
Strongly Preferred: Active Property and Casualty (P&C) License
Ability to communicate orally and in writing with others to explain complex issues.
Ability to receive and interpret complex information, and respond appropriately.
Functioning knowledge of insurance products and usages strongly preferred.
Thorough, detail-oriented person able to manage multiple clients, tasks and requests.
Functional ability to utilize computer-based insurance programs.
Proficient with Microsoft Office – Outlook, Word, Excel
PRIMARY RESPONSIBILITIES AND DUTIES
Attends to clients’ needs by producing binders, certificates of insurance, processing endorsements, and other related items.
Prepares summaries of insurance, schedules, and proposals as needed for account review.
Maintains and updates files in agency management system.
Verifies policy and change information, facilitating corrections when necessary.
Processes incoming email and mail requests, responding promptly and appropriately.
WORKING ENVIRONMENT: Professional, commercial insurance client centric agency.
At times high-pressure, deadline driven, fast-paced environment with significant disruptions.
multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks in a timely manner.
ENGAGING OPEN LEARNING ENVIRONMENT COLLABORATIVE APPROACH
FULL DESCRIPTION PROVIDED ON INQUIRY.
Company DescriptionGreat Southern Agency is an independent insurance agency, focused on providing services to small and mid-sized businesses in the South-East.
Great Southern Agency is an independent insurance agency, focused on providing services to small and mid-sized businesses in the South-East.
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