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Leavitt Group · 1 day ago

Personal Lines Customer Service Representative

Sterling, CO

Full-time

Onsite

New Grad, Entry Level

$40K/yr - $42K/yr

Leavitt Group is the 19th largest privately held insurance agency brokerage in the nation, with a focus on managing risk for individuals and businesses. They are seeking a Personal Lines Customer Service Representative who will handle inbound service calls, perform service and sales for customers, and support the personal lines account manager.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Handle customer service requests in a professional and knowledgeable manner

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

Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy

Maintain effective and timely follow-up systems and verify transactions with customers

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 Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above

Qualification

PropertyCasualty LicenseCommunication skillsDetail orientedDependabilityTimely response

Required

Property and Casualty License or willingness to obtain one within the first 90-180 days of employment

Excellent communication skills; verbally and written

Detail oriented and able to maintain compliance standards

Must be dependable, provide timely response, and complete of work activities

Benefits

Health Insurance

Dental and Vision Insurance

401(k) with matching employer contributions.

HSA and FSA

Paid sick and vacation leave

Company

Leavitt Group

Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.

Founded in 1952