One of Central Ohio's Top Insurance Agency’s is growing and needs a Personal Lines Customer Service Specialist to grow, acquire and retain policyholders within our book of business.
Customer Service Specialists are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service work for customers including but not limited to: adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders and mortgagees, answering billing questions, verifying insurance, taking payments, and handling other insurance questions as appropriate to service customers.
Responsibilities and Duties
The Customer Service Specialists will handle customer service requests in a professional and knowledgeable manner. They will determine all impacts/needs associated with the service request, including impacts to other coverages or policies. During routine service contacts they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
The Customer Service Specialists will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy. They will maintain effective and timely follow-up systems and verify transactions with customers. They will effectively utilize technology to perform assignments and requests. Additionally they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively. Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
In addition to inbound service calls, the Customer Service Specialist performs service activities to support the account managers on their team and their manager or others, consistent with the responsibilities outlined above.
Licensed in Property and Casualty insurance, personable with good verbal and writing skills, good organizational abilities, problem solving skills and must be able to function well in a team environment. Must be dependable and provide timely response and completion of work activities.
· 3-5 Years experience of customer service experience
· Ability to obtain Ohio Property & Casualty license within 30 days
This position is salaried with a variable annual bonus opportunity.
Must be present at office location during hours of operation. Attire is business casual.