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

Renewal reviews

Requoting for price

Process endorsements

Review & Bill endorsements

Process cancellation requests

Rewrite Coverage as needed

Process Umbrella renewal questionnaires

Process binder requests

Recommendation letters and follow up

Payment processing

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!

   Learn more about Why Elliot Whittier here and also more about our staff here

Please contact Casey Correa, VP of Insurance Operations at ccorrea@elliotwhittier.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 careers@elliotwhittier.com