Job Title: Customer Service Representative

Department: Commercial Lines, Transportation Business

Location: Richmond, VA

Job Summary: We are currently looking to add a team member to our Transportation unit. We are seeking an individual who excels in providing customer service. The Commercial Lines Customer Service Representative will provide day-to-day customer service to our clients.

Responsibilities:

• Work directly with Producers and Insurance Company representatives to service existing customers

• Issue Certificates of Insurance and Auto Insurance ID Cards

• Assist with client calls on billing questions,  make policy changes, add and delete vehicles and drivers

• Assist in gathering information required for underwriting/marketing an account and creating renewal submissions.

• Orders policy changes

• Update data in agency management system

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Education and/or Experience:

• High School Diploma or the recognized equivalent is required.

• Minimum of 2 years’ experience in Property & Casualty insurance industry or similar role, required.

• Active Property & Casualty license, required.

• Bilingual (Spanish and English) preferred           

 
Technology Skills:

• Possess strong administrative and computing skills, including Microsoft Office 365 (Word, Excel and Outlook)

• Applied Epic Agency Management experience preferred but not required.

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members

• Self-motivated and driven

• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

• Demonstrates excellent time management and prioritization skills

• Attention to detail and commitment to a high level of accuracy

• The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information

• Ability to maintain a professional demeanor and positive attitude

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs       
• Opportunities for Growth
• Parental Leave
• Generous time away

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