Customer Service Representative Commercial Lines

Essential Job Functions

Customer Service/Unit Functions:

  • Answer incoming calls to unit; handle customer requests or route to proper person
  • Be sure claims get to proper person in Claims Department
  • Issue certificates of insurance, auto I.D. cards
  • Handle daily correspondence through AMS form letters or compose letter for approval of AE/Producer
  • Send endorsement requests to company
  • When received, check endorsements for accuracy and forward to insured
  • Work daily mail
  • Activity (suspense) documentation and follow-up
  • Scan documents

 

Account Services:

  • Prepare accounts for marketing
  • Request renewal quotations from companies on certain policies
  • Prepare Summaries of Insurance
  • Prepare proposals with assistance from Account Executive
  • Run MVR’s
  • Have required forms signed by insured (UM forms, affidavits, Consent to Rate forms, etc.)
  • Request loss runs from company
  • Issue finance agreements
  • Check and bill audits
  • Handle Cancellation Notices
  • Obtain Flood insurance quotes
  • Prepare Flood and Bond renewals (completing applications, etc.)
  • Premium breakdown and analysis

Other Job Functions

  • Cover phones for other units during vacations and absences
  • Assist other units when required
  • Assist Account Executive as needed
  • Enter applications and/or schedules in AMS
  • Be available for possible cross-training
  • Issue bonds when needed

Credentials/Training

  • Prior Commercial Lines insurance experience (preferred)
  • Insurance license (preferred)

Equipment/Software

  • Computer literacy
  • AMS proficient (preferred)
  • Basic knowledge word processing (MS Word) and MS Excel

Employee Benefits

  • Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life, and additional Voluntary Insurance options
  • Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
  • Agency matches 50% up to 4% in 401(k)
  • Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
  • Flex Fridays (26 Fridays per year - every other Friday off) begins after 90 days of employment
  • Holidays (9 paid per year) plus additional Office Closures
  • Employee Assistant Program (EAP)
  • Flexibility – Great work/life balance

Career Inquiry

Thank you for your interest in a career with Eagan Insurance Agency. Please submit your information below.
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