Spectrum Insurance Group ยท 2 weeks ago
Customer Service Representative - Commercial Lines
Eau Claire, WI
Full-time
Hybrid
Mid Level
3+ years expSpectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, and they are seeking a Commercial Lines Customer Service Representative to join their newly created service team. The role involves providing centralized processing and administrative support to Account Managers, handling tasks such as processing endorsements, submitting claims, and managing service requests.
ConsultingFinancial ServicesInsurance
Responsibilities
Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
Prepares proposals and renewal summaries
Maintains agency management system with up-to-date and accurate data
Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
Prepares certificates, binders, surety bonds and general correspondence
Completes MVR requests and trucking certificates according to scheduled rotation
Administers change requests and endorsements
Answers incoming phone calls, greets and assists agency visitors
Acts as primary and/or secondary back-up to front desk receptionist, if applicable
Organizes tasks and resources to complete work and meet deadlines according to established procedures
Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
Responds to incoming phone calls and emails promptly and effectively
Performs basic office functions including emailing, filing, scanning, copying, and faxing
Delivers exceptional customer service according to Spectrum's Customer Service Standards with a goal of exceeding customer expectations with every interaction
Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
Answers customer questions and resolves complaints in a timely and efficient manner
Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Qualification
Required
Excellent verbal and written communication skills
Strong analytical thinking and organizational skills
Ability to interact professionally and effectively with customers and team members
Proficient computer skills including the ability to document and access information
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
Attention to detail and ability to complete tasks with a high degree of accuracy
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
3+ years of commercial lines experience
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Evenings Off
Company
Spectrum Insurance Group
Spectrum Insurance offers personal insurance, business insurance and employee benefits.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase