Commercial Lines Customer Service Associate

Leavitt Group in Cedar City, UT is looking for a Commercial Lines Customer Service Associate for their growing office.

Description:

The Commercial Lines Customer Service Associate is responsible for working with the Account Manager in providing timely and professional service for the clients. The CSA is expected to develop a knowledge of assigned accounts and is expected to meet the department’s Standard of Excellence for client service, professionalism and work attitude.

Essential Duties and Responsibilities:

• Processes emails in agency boxes and moves to Executive folder if pertains to a renewal

• Responds to customer inquiries regarding policy changes etc. in a timely manner

• Places Certificate requests in appropriate folder or processes them when needed

• Assists Account Manager with marketing during the marketing and quotation process

• Assists clients/policyholders in filing claims or making claim updates

• Processes renewal certificates

• Documents all client conversations with details

• Follows department procedures for processing and preparation of customer correspondence, certificates of insurance, binder, cancellation requests, insurance ID cards and internal correspondence as requested, ensuring that activities and follow-ups are set and the client file in the agency management system is updated and consistent

• Daily phone coverage except for breaks and lunch. All conversations recorded and documented with clients and details.

• Backs up Account Manager on phone calls

• Attends Team meetings, Carrier meetings and continued educational classes

• Sets priorities, organizes and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities

• Maintains a professional and effective relationship with clients, co-workers, carriers, vendors and other business contacts

• Keeps informed regarding industry information, new product information and continuously improves knowledge and performance

• Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals.

• Fulfills other duties as assigned

Skills and Knowledge:

• High School diploma or general education degree (GED)

• Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others

• Possesses the ability to perform work in a dependable, consistent, and timely manner

• Demonstrates the ability to follow instructions, responds to management direction, and solicits feedback to improve performance

• Possesses current Property, Casualty Insurance License

• B a s i c Knowledge of Insurance product

• Knowledge of insurance rating and underwriting

• Ability to Multi-Task

• Ability to handle and pacify difficult customers.

• Ability to cope in a fast-paced job environment.

• Ability to analyze all situations and solve problems efficiently.

• Anticipate, meet and/or exceed customer needs, wants and expectations.

• Takes initiative in learning and implementing new concepts, and technologies

• Ability to read and learn to interpret documents such as policy forms.

• Ability to learn how to calculate figures and amounts such as discounts, interest and commissions and percentages.

Working Conditions/Needs:

• High pressured, fast paced environment with significant telephone and personal disruption.

• Must have an ergonomic desk and chair. Desk large enough for two large monitors and phone (provided by Leavitt)

• Quiet space – able to have conversations with clients, carriers, co-workers without background noise (children/animals).

• Must have highspeed internet connection – 50MB Up and Down or Higher. (Your internet provider will understand these numbers).

• Internet connection (not Wi-Fi) in your work space.

Leavitt Group offers a competitive hourly wage and an attractive benefits package that includes:

• $50,000 - $60,000 depending on experience

• Health Insurance

• Dental and Vision Insurance

• 401(k) with matching employer contributions.

• HSA and FSA

• Paid sick and vacation leave

• A Wellness Program

Leavitt.com/btj

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

Interested candidates are encouraged to apply!

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