Customer Service Representative (CSR)

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

*Only candidates with P&C insurance experience will be considered for this position.

Salary Range: $40000.00 - $50000.00 per year

Annual Base Salary Based on Experience

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Paid Time Off (PTO)

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES

Supports Producers/Agents in developing new best practices & trainings

Analyzes and compares current exposures and develops renewal or new business specifications for clients

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy

Reviews and summarizes marketing results and prepares proposals

Finalizes proposals and presentations in coordination with Producers/Agents

Binds insurance coverage and prepares binders and/or delegate certificates issuance

Reviews policies for accuracy and review contracts

Prepares summaries and/or schedules of coverage for clients;

Reviews client billing history, responds to billing inquiries, corrects discrepancies, and contacts client on receivable collections

Participates in the claims process as directed by management, including claim submission, follow-up and overall communication

Ensures that all needed policy documentation is signed and completed by monthly audits

Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producers/Agents

Meets with clients as needed or directed by Management, Producers/Agents

Engages in optimal and appropriate usage of applicable agency management systems;

Other duties as assigned.

*Only candidates with P&C insurance experience will be considered for this position.

EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience

2+ years related insurance experience; Valid insurance licenses in P&C and Life.

Commercial License is a plus.

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

*Only candidates with P&C insurance experience will be considered for this position.

SKILLS

Excellent oral and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Proficient in Microsoft Office Suite

Proficient in Agency Management Systems

Varde Insurance Group is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.