CUSTOMER SERVICE REPRESENTATIVE (COMMERCIAL LINES)
Posted on Mar 10, 2019 by BABB, Inc.
The Commercial Lines Customer Service Representative is responsible for working on a day to day basis with the CL Account Managers on policy servicing to include issuing certificates, binders, proposals, processing endorsements and audits, and policy checking.
Work independently, provide prompt, accurate and professional customer service
Understand key coverages
Assist in marketing new and renewal business, by entering or updating applications, requesting loss runs, etc
Maintain contact and collaborate with internal staff
Review and update applications and general information (attachments, activities, follow-up) in the agency management system
Assist in planning, preparing and implementing stewardship meeting info
Process audits, endorsements, certificates, proposals, policy checking and all other policy service and maintenance
Some client contact
Conduct all business in accordance with established policies and procedures
Other duties as assigned
Maintain PA Property & Casualty Insurance license and all required CE.
Knowledge, Skills and Abilities of a Customer Service Representative (Commercial Lines)
High School Diploma or GED
1-3 years commercial lines insurance experience or 3-5 years total insurance experience
Licensed in Pennsylvania Property/Casualty
Ability to effectively communicate, both written and verbally, to internal and external parties
Excellent time management, organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with clients, carriers and peers
Ability to effectively resolve conflict with a minimal negative impact to all parties involved
Ability to work independently and in cross-functional teams
Proficiency in Microsoft Office Products (Outlook, Word, Excel)
CISR, AAI or other insurance designations
Previous EPIC experience
Working Environment of a Customer Service Representative (Commercial Lines)
Work is performed indoors in a climate controlled office environment
General technology as it relates to office administration
Regular business hours with additional hours required during certain periods
In business since 1929, BABB, Inc. is an employer who cares not only about the health, safety and wellbeing of its own employees, but also makes the well-being of their clients employees their businesses. Partnering with businesses of all sizes, Babb prides itself on improving our clients risk in order to drive down insurance costs.
A strong supporter of the Pittsburgh community, BABBs mission begins at home by offering its employees:
Commitment to personal development
A health-based rewards incentive program
A beautiful historic building worksite
BABB, Inc. is a third party administrator, brokerage and consulting firm located on Ridge Avenue in the North Side of Pittsburgh.
Medical, Dental and Vision/ Voluntary Benefits (i.e. Short Term Disability)/ FSA and HSA
Health Rewards Program/Free On-site Fitness Center
Paid Time Off