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Independent Insurance Agents of Wisconsin (IIAW) · 1 month ago

Licensed Personal Lines Customer Service Representative

Eau Claire, WI

Full-time

Onsite

New Grad, Entry Level

Independent Insurance Agents of Wisconsin (IIAW) is seeking a Licensed Personal Lines Customer Service Representative to maintain solid customer relationships by handling inquiries and concerns with professionalism. The role involves working with agency producers, providing service to existing clients, and maintaining records of customer interactions.

Financial ServicesInsurance

Responsibilities

Work with agency producers to place new personal lines business

Provide service to existing clients related to updating policies, providing quotes, taking payments, claims support, answering questions, and providing documentation

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system

Qualification

PropertyCasualty licenseInsurance product knowledgeCustomer service skillsTechnology proficiencyCommunication skillsAttention to detailTime managementProblem-solving skills

Required

Hold a property and casualty insurance license in the state of Wisconsin

Demonstrate a strong willingness to learn and become an expert in your craft

Understand 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, and 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