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Commercial Servicing CSR/ REMOTE

Company: Leavitt Group
Location: Salt Lake City
Posted on: June 12, 2021

Job Description:

The Leavitt Group is looking for a commercial lines CSR to service a book of small to mid-size commercial lines accounts. This position can be handled remotely.The Leavitt Group is the 13th largest privately-held insurance brokerage in the nation with over 140 locations. They broker commercial lines, and personal lines insurance that manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies.This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is required. One must possess strong customer service skills, and a desire to have a long term association with a professional company. Position includes health benefits and a 401 K with company matching. RequirementsMust have a current Property & Casualty licenseMust have 3-5 years' experience working in commercial lines insurance.Prior experience with the AMS360Duties and Responsibilities include:Accurately maintain all customer information in the computer management systemProficient knowledge of the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload and download), and competitiveness in the marketplaceService all existing commercial lines accounts by:Speaking with customers and company personnel on the phone and responding to all written correspondence.Answering coverage questions, recommending coverage's, processing policy change information, taking claim information, collecting premiums, submitting the proper documents to the company, and verifying that documents received from company are correct.Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.).Resolving customer problems & complaints (with assistance/direction from manager or producer as needed).Assist with the collection of premiums and reconciliation of accounts as needed.Retain renewal business by contacting insured's to review coverage's.Review current underwriting information in order to qualify customers for improved programs, and monitor renewal premiums for excessive increases.Develop existing accounts by attempting to provide additional coverage's on existing policies, or adding additional lines of business (cross-sell).Assist the agency in developing new business by providing accurate quotes in a timely manner, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate.The Leavitt Group offers a competitive hourly rate in addition to health benefits and a 401 K with company matching. Qualified candidates are encouraged to apply.

Keywords: Leavitt Group, Salt Lake City , Commercial Servicing CSR/ REMOTE, Other , Salt Lake City, Utah

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