Loman-Ray Insurance Group, LLC ยท 1 week ago
Personal Lines Customer Service Representative
Petersburg, IL
Full-time
Onsite
Entry Level
$40K/yr - $50K/yr
1+ years expLoman-Ray Insurance Group, LLC is an independent insurance agency based in Central Illinois, dedicated to serving the needs of various clients. The Personal Lines Customer Service Representative is responsible for servicing and growing an assigned book of business, including responding to inquiries, processing new and renewal business, and supporting claims.
ConsultingFinanceInsurance
Hiring Manager
Kelly Wright
Responsibilities
Meet with clients in-office or off-site when appropriate
Screen and qualify walk-in and phone-in prospects
Set up, organize, and maintain client files
Collect necessary data from the insureds
Complete and process applications, endorsements, and other policy-related documents
Process certificates, notary requests, and other documentation
Market new or renewal business within agency guidelines
Maintain expiration lists and monitor renewals
Rate and review policies for accuracy
Arrange financing for new and renewal business
Collect premiums on new accounts
Input, update, and retrieve information in the agency management system
Coordinate with clients, carriers, markets, and internal departments
Handle client and carrier correspondence in accordance with agency standards
Participate in training and support for other departments as needed
Perform any other assigned duties or special projects
Assist clients with claim reporting and follow-up
Receive claim details from clients via phone, mail, or in-person meetings
Review policies for coverage applicability
Advise clients on next steps regarding estimates and billing
Prepare and submit loss reports to carriers promptly
Assist insureds with claimant communications and reporting requirements
Coordinate state-required documentation, when applicable
Follow up with carriers on claim status requests
Close settled claims and ensure proper disbursement of settlement checks
Provide loss experience reports upon request (Commercial Lines)
Organize first reports and associated bills
Serve as liaison between employer, employee, and carrier
Qualification
Required
High School Diploma required; college degree preferred
Minimum of 1 year of experience in personal lines insurance customer service, sales or account management
Active Illinois Property & Casualty license required, or the willingness to obtain the license
Thorough understanding of insurance coverages, underwriting, rating, claims processes, billing and collections procedures
Working knowledge of Applied Epic desired; will consider experience with related agency management systems
Proficiency with Microsoft Office Suite
Strong oral and written communication abilities
Professional phone etiquette with a service-focused approach
Proven sales acumen and account development skills
Excellent interpersonal and client relationship skills
Strong organizational skills with attention to detail
Commitment to continuing education and advancement of technical insurance knowledge through approved courses or professional programs
Ability to pass a criminal background check, as permitted by law
Benefits
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
Loman-Ray Insurance Group, LLC
Loman-Ray is an independent insurance agency based in central Illinois, serving individuals, families, businesses, farms, and public entities against risks of all kinds.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase