Personal Lines Customer Service Representative jobs in United States
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Hilb Group · 5 months ago

Personal Lines Customer Service Representative

Hilb Group is a company that values its associates and promotes a service-driven culture. They are currently seeking a motivated Personal Lines Customer Service Representative to assist clients with various inquiries and services, ensuring timely and effective solutions to their needs.

Customer ServiceFinancial ServicesInsurance

Responsibilities

Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
Binding, filng/data entry
Order policies and request endorsements from the company as required
Policy verification assistance
Updating Certificates of Insurance
Requesting Loss Runs
Provides solutions and resolves issues for clients in a timely and effective manner
Order renewal, expiration lists as needed and review lists to determine appropriate actions
Type proposals for producers to give to clients and maintain client files
Enter client information into agency management system
Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application
Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance

Qualification

Data entryWordExcelCommunication skillsAdobeOutlookTime managementDetail orientedSelf-starter

Required

Education: High School or higher
Proficient data entry skills
Must be organized and have good time management skills
Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
Must be detail oriented with a strong attention to detail
Excellent verbal and written communication skills required
Must be able to work in a fast-paced environment and be a self-starter

Benefits

Company Paid Life Insurance, Long-Term and Short-Term Disability.
Medical, Dental, Vision and FSA/HSA plans.
401(k) with company match.
Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
Generous PTO.
An awesome team of professionals!

Company

Hilb Group

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Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency.

Funding

Current Stage
Late Stage
Total Funding
$2B
2024-10-31Debt Financing· $2B
2019-10-30Acquired
2015-06-25Private Equity

Leadership Team

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Jason S. Angus
Chief Operating Officer
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Company data provided by crunchbase