Customer Service Representative, part time (posted 3/2022)

By Beacon Insurance Agency Inc.

Position: part time Customer Service Representative for Commercial and Personal Property & Casualty lines of business for an independent insurance agency.

Overview: to provide timely and courteous customer service to clients and prospects. To grow and develop task-oriented career using analytical talents and communication skills with telephone calls and email. To provide, with a positive attitude, a high level of support in caring for new and existing clients.

Duties/Activities:

• To service commercial and personal line accounts as assigned, rating and quoting new and renewal risks
• Review applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines
• Handle telephone requests and correspondence (email, mail) in reference to assigned clients
• Prioritize workload and/or request assistance as required
• Follow the guidelines outlined in the agency operating manual
• Document all client activity in the agency automation system
• Setup and prepare new client account filing per agency procedures
• Type and issue cancellation notices as required
• Assist and prepare formal proposals for insurance
• Maintain required licenses for agency
• Keep producers fully informed of all important activities on their accounts including being sensitive to potential problems and informing management
• Perform other duties as required and/or assume other job responsibilities as assigned

Other duties may include:

• Participate in seminars and classes for skill and knowledge development
• Refer Life and Health insurance leads to management

Requirements:

• HS Diploma
• Reliable transportation
• Positive attitude
• Knowledge of Microsoft Office (WORD, Excel…)
• Background check and/or Drug screening as required
• Experience in the insurance industry a benefit, but not a requirement

Location: Wheaton; position may be virtual as well

Hours: 10-20 hours/week

Pay: $15/hour

Resume: please send your resume to csr@beaconinsure.com