Personal Insurance Customer Service Representative

Reports To: Varies by location

Primary Functions: Perform insurance support functions

Duties and Responsibilities:

1. Perform insurance functions necessary to support an Account Manager to include, but not limited to, processing claims, billings, file maintenance, policy changes processed by upload or memo, cancellation requests and binders.
2. Sort, scan and assign mail in ImageRight.
3. Inactive files.
4. Upload payments.
5. Run download.
6. Order supplies.
7. Follow up on Suspenses.
8. Update non-download renewals in AMS.
9. Check new and renewal policies.
10. Assign CRM and WEB referrals to Sales Agents or Account Managers.
11. Maintain Plines mailbox.
12. Process return mail and address changes.
13. Send renewal Checklist and Anniversary cards to clients
14. Back up receptionist- duties to include greeting and escorting clients and visitors to proper party and answering receptionist phone.
15. Perform other duties as assigned.

Education: High school graduate or equivalent

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: One year of personal lines insurance account servicing. Knowledge of personal computer operations, including internet and Microsoft products, basic word and excel. Ability to communicate well orally and in writing - Customer Service Skills. Ability to take and follow directions. Ability to maintain an organized workflow. Must possess Property/Casualty license or be able to obtain within one month from date of hire to this position.

Tenure: Personal Insurance Customer Service Representative, category 13, requires six months as a Personal Insurance Customer Service Representative Trainee or equivalent with performance that meets or exceeds expectations. Must have a demonstrated grasp on Agency activities and have mastered assigned duties. Directly related work experience and/or accelerated training completed may be substituted for tenure.

Personal Insurance Customer Service Representative (Category 13)

Salary Pay Range: $44,803 - $66,309 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer