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The Customer Service Representative at The Carter Insurance Group, LLC is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. 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.

YEAR

<h5>Customer Service Representative </h5><p>The Customer Service Representative at The Carter Insurance Group, LLC is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. </p><h5>Benefits/Perks </h5><ul><li>Competitive Pay </li><li>Professional Development </li><li>Job Stability in a growing industry </li></ul><h5>Responsibilities </h5><ul><li>Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. </li><li>Answer customer calls and correspondence regarding new or existing insurance policies and service all claims. </li><li>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. </li><li>Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. </li><li>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. </li><li>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. </li><li>Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. </li><li>Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system AMS 360. </li><li>Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. </li></ul><h5>Qualifications </h5><ul><li>Hold the insurance license required by your state and have a minimum of two years Commercial & Personal lines insurance account management experience as well as a Bachelor's Degree or comparable work experience. </li><li>Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. </li><li>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. </li><li>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. </li><li>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. </li></ul><p>Compensation: $35,000.00 - $40,000.00 per year </p>

Big I South Carolina

Customer Service Representative

Business Processes

Communication Skills

Computer Skills

Customer Relations

Customer Retention/Renewal

Customer Support/Service

Data Collection

Detail Oriented

Develop and Maintain Customers

Documentation

Follow Through

Insurance

Insurance Sales

Interpersonal Skills

Marketing

Mathematics

Mentoring

Multitasking

Needs Assessment

Negotiation Skills

Presentation/Verbal Skills

Problem Solving Skills

Resolve Customer Issues

Sales Management

Telephone Skills

Time Management

Track Customer Issues

Underwriting

Writing Skills

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PART_TIME

Enhancing expertise by actively pursuing development opportunities, including but not limited to, attending conferences, acquiring certifications, completing learning courses internally and through other relevant platforms, or engaging in both internal and external leadership programs. This includes identifying individual strengths and areas for improvement, providing regular coaching and constructive feedback, and creating opportunities for skill-building through training, mentoring, and stretch assignments.

<p style="text-align:justify"><strong><em>Our goal is to be an Employer of Choice, and it takes all of us to achieve this.  That’s why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position.  Our team is committed to ‘bettering lives through our passion to serve’ and this includes everyone - </em></strong><strong><em>from our team members to the people in the communities we serve.  We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.</em></strong></p><p style="text-align:justify"> </p><p style="text-align:justify">The <strong>Mortgage Supervisor</strong> oversees the daily operations of the mortgage lending team, ensuring efficient, compliant, and member-focused service delivery.</p><p style="text-align:justify">This role is responsible for guiding staff in the processing, underwriting, and closing of mortgage loans while maintaining adherence to regulatory requirements, internal policies, and investor guidelines.</p><p style="text-align:justify">The Mortgage Supervisor fosters a strong sales and service culture, supports team development, and monitors performance to ensure quality, accuracy, and timeliness. They collaborate with internal departments and external partners to resolve issues, implement process improvements, and support strategic lending initiatives.</p><p style="text-align:justify">This position plays a key role in driving mortgage growth, enhancing member experience, and maintaining operational excellence within the Mortgage Department.</p><p style="text-align:justify"><strong>The duties of a Mortgage Supervisor include, but are not limited to:</strong></p><ul><li style="text-align:justify">Monitoring performance, resolving operational issues, and collaborating across departments to maintain smooth loan processing.</li><li style="text-align:justify">Driving process improvements supporting team development through coaching, and fostering a culture of accountability and continuous learning to enhance productivity and service quality.</li><li style="text-align:justify">Conveying information clearly, professionally, and with purpose across all levels of the organization. This includes actively listening to team members, members, and stakeholders to ensure mutual understanding and alignment.</li><li style="text-align:justify">Actively supporting the professional growth and development of team members by fostering a culture of continuous learning, accountability, and engagement. This includes identifying individual strengths and areas for improvement, providing regular coaching and constructive feedback, and creating opportunities for skill-building through training, mentoring, and stretch assignments.</li><li style="text-align:justify">Setting clear performance expectations, encouraging goal setting, and recognizing achievements to motivate and retain talent.</li><li style="text-align:justify">Helping build a high-performing, adaptable team aligned with organizational goals by promoting open communication and supporting career progression.</li><li style="text-align:justify">Demonstrating a strong command of mortgage industry knowledge, including loan products, regulatory requirements, underwriting guidelines, and internal policies.</li><li style="text-align:justify">Staying current with changes in industry standards, compliance updates, and best practices, applying this expertise to guide decision-making and ensure operational accuracy.</li><li style="text-align:justify">Serving as a resource for the team, providing clarification and training as needed to support consistent, informed performance.</li><li style="text-align:justify">Leveraging their knowledge effectively, contributing to risk mitigation, process improvement, and the overall success of the department.</li><li style="text-align:justify">Demonstrating sound judgement and effective problem-solving skills in a fast-paced, compliance-driven environment.</li><li style="text-align:justify">Assessing situations quickly, analyzing relevant data, and making informed decisions that align with organizational goals and regulatory requirement.</li><li style="text-align:justify">Proactively identifying potential issues, evaluating risks, and implementing timely solutions to minimize disruption and maintain service quality.</li><li>Enhancing expertise by actively pursuing development opportunities, including but not limited to, attending conferences, acquiring certifications, completing learning courses internally and through other relevant platforms, or engaging in both internal and external leadership programs.</li></ul><p style="text-align:justify">This position requires the individual to provide detailed information on Home Equity and/or Mortgage Loans; therefore, registration in the National Mortgage Licensing System (NMLS) is required. If the individual is not currently registered, they will need to pass the applicable background screening to be registered. This screening may be different than what is required for the individual to become employed by the Credit Union.</p><p style="text-align:justify"><strong>SOME SATURDAY HOURS ARE REQUIRED</strong></p>

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Customer Service Representative Big I South Carolina

Mortgage Supervisor Commonwealth Credit Union

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