JOB TITLE: Insurance Personal Lines Customer Service Representative - Danvers
SUPERVISOR:Casey Correa, VP Insurance Operations
SUMMARY: The Personal Lines CSR will handle a set list of accounts and will work with policy holders, sales representatives and insurance companies regarding those accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Respond to customers inquiries on billing, coverage, and claims by phone, email or customer office visit
Solicit, Quote and process new business
Upsell current accounts
Requoting for price
Review & Bill endorsements
Process cancellation requests
Rewrite Coverage as needed
Process Umbrella renewal questionnaires
Process binder requests
Recommendation letters and follow up
RMV1s, 3s and other reg paperwork
Assist in taking claims
Other tasks that may come up for your accounts
TECHNOLOGY: Knowledge of Microsoft Office products including Word, Excel and Outlook required. Knowledge of Applied EPIC agency management system and Winrater preferred. We are a paperless office.
EDUCATION & EXPERIENCE: A minimum of two year’s experience in the Insurance industry preferred.
Current Massachusetts P&C License
Come Join Our Team!
Please contact Casey Correa, VP of Insurance Operations at email@example.com
We are always accepting resumes from talented insurance professionals. If you are interested in a career with Elliot Whittier, please submit your cover letter and resume to firstname.lastname@example.org