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The Customer Service Representative 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.

Benefits: <ul><li>401(k)</li><li>Competitive salary</li><li>Flexible schedule</li><li>Free uniforms</li><li>Paid time off</li><li>Signing bonus</li><li>Training & development</li></ul> 

 The Customer Service Representative 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.   Benefits/Perks <ul><li>Competitive Base Pay & Bonus. </li><li>Professional Development</li><li>Job Stability in a growing industry</li></ul>  Responsibilities <ul><li>Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.</li><li>Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour 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.</li><li>Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.</li></ul>  Qualifications <ul><li>Hold the insurance license required by your state and have a minimum of 1 year of insurance account management experience 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>

Southeast Managing Partners

Insurance Service Team Member

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

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

Training/Teaching

Underwriting

Writing Skills

Our client is seeking a dynamic individual with a proven track record in commercial lines to join their innovative and growth-oriented agency. Act as a trusted advisor, assessing risks and recommending coverage while providing proactive account management.

Are You Ready to Elevate Your Career in Commercial Lines? Our client is seeking a dynamic individual with a proven track record in commercial lines to join their innovative and growth-oriented agency. This unique role offers you the chance to manage a book of business, build strong client relationships, and advance your career in a supportive environment. Role Overview: <ul><li>Take charge of your book of business, building and nurturing client relationships through referrals, social media, and networking.</li><li>Act as a trusted advisor, assessing risks and recommending coverage while providing proactive account management.</li><li>Focus on client retention and account expansion by delivering exceptional service and identifying new business opportunities.</li><li>Utilize your expertise to market new business, field underwrite risks, and collaborate with carriers for optimal solutions.</li><li>Enhance your community presence by representing the agency at events and on social media.</li><li>Stay informed and grow professionally through continuous learning and industry involvement. </li></ul>What We're Looking For:<ul><li>Successful experience in commercial underwriting, marketing, and production (5 years preferred).</li><li>Current state insurance license.</li><li>Strong communication skills, self-motivated, and committed to client advocacy.</li><li>Proficient with technology, including Microsoft Office and industry-specific systems. </li></ul> Join a team where your success is celebrated, and your career trajectory is supported. Experience a role with high visibility, autonomy, and unlimited earning potential. At Talent Wave Associates, we connect outstanding talent with exceptional opportunities. We're proud to be an Equal Opportunity Employer and are committed to fostering an inclusive, people-first recruiting experience. Ready to ride the wave of opportunity? Apply today! #25-00298

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Insurance Service Team Member Southeast Managing Partners

Account Executive - Commercial Lines Talent Wave Associates

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