What are the responsibilities and job description for the Customer Service Representative - Personal Lines position at Spectrum Insurance Group LLC?
Job Description
Spectrum Insurance Group is searching for a Customer Service Representative for our Wausau office. The Customer Service Representative will have personal lines experience and serve as backup to the front desk receptionist.
In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.
Candidates holding their Property & Casualty License is preferred, but we will also assist a Candidate in getting their license once employed.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Evenings Off
Disability Insurance
Career Growth Opportunities
Responsibilities
Production Support
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 back-up to front desk receptionist
Administrative
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
Customer Service
Delivers exceptional customer service according to Spectrums 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
Requirements
Required Knowledge and Skills
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
License and Certification Requirements
Valid WI drivers license and acceptable driving history
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Company Description
Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives.