There is currently 1 open position at The Canopy Group.
Licensed Commercial Customer Service Representative
Our fast growing independent Insurance Agency has an immediate opening for a motivated individual to provide consultative assistance of Commercial Lines products to existing clients. Recently The Canopy Group was named MIIAB 2018 Agency of the Year. Our reputation for consumer education has made us one of the fastest growing agencies in the mid-west.
Our successful candidate already has their insurance license, is a team player with insurance customer service experience, has superior communication skills and thrives in a fast-paced work environment.
Job Summary: The Commercial Insurance Customer Service Representative will assist our clients with service inquiries, help them manage risk of everyday life and protect their assets. The position requires superior phone and interpersonal communication skills, exceptional listening, and prior success in servicing clients on commercial lines of insurance.
Receive inbound calls to assist insureds with inquiries while making changes to policies as needed, documenting in our agency management system
Place outbound calls to complete research and follow up activity and conduct annual account review
Communicate with current and potential clients, providing information, answering questions and resolving concerns
Processing policy transactions
Prepare insurance proposals through rating new business and expiring policies
Ability to understand and utilize insurance carrier quoting systems
Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement
Maintain orderly electronic files and information, following agency procedures regarding customer interactions and transactions, documenting details of conversations, as well as actions taken.
Setting suspense for those situations where it is needed.
Diagnose customer issues, provide solutions and use a thought process to achieve results while balancing customers’ needs with the company guidelines.
Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions
Assist agents with additional activities as assigned to achieve office growth and retention
Attend required training and continuing education programs
Job Qualifications & Requirements:
Property and Casualty Insurance license
2+ years prior commercial insurance experience
Advanced knowledge of Microsoft Office software and Web-based Technology
Excellent spelling and grammar; outstanding verbal and written communication skills
Enthusiastic about the role insurance products play in clients everyday lives
HS Degree or equivalent
Competitive Salary-based on experience
Group Health Plan
S.A, FSA and FSA dependent care
Group Life and Long Term Disability
Job Type: Full Time