Whorton Insurance Services · 5 months ago
Commercial Lines Customer Service Representative
Austin, TX 78759
Full-time
Hybrid
Mid Level
$46K/yr - $62K/yr
3+ years expWhorton Insurance Services is a company specializing in insuring food and beverage businesses, and they are seeking a proactive Commercial Lines Customer Service Representative. The role involves handling client inquiries, processing policies, and providing outstanding customer service to support food industry clients.
Financial ServicesInsurance
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation and certificates
Answer customer calls and correspondence regarding new or existing insurance policies and certificates
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary
Review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system ( AMS360 )
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed
Qualification
Required
Hold the insurance license (or working towards getting a license) required by your state and have a minimum of three years of commercial lines insurance account management experience, or comparable work experience
Demonstrate knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, as well as the ability to handle difficult situations with customers and solve complex problems without direct supervision
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation
Benefits
401(k)
Company parties
Competitive salary
Health insurance
401(k) matching
Dental insurance
Opportunity for advancement
Paid time off
Training & development
Professional Development
Job Stability in a Growing Industry
Private office in a professional environment
Paid time off for holidays and personal days
Vacation/Sick/PTO, 401k, 100% health insurance paid
Hybrid work from home is offered upon completing the initial time period of work
Company
Whorton Insurance Services
Whorton Insurance Services is an insurance company specializing in risk management program solutions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tom Mulanax
Partner
Company data provided by crunchbase