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Commercial Lines Customer Service Agent

🔥 1 hour ago

⛷️ Utah – Remote

infoinfo

💵 $50k - $55k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

Where this job comes from

Posted on Leavitt Group's careers page, not through a job board

First seen by Remote Rocketship 1 hour ago

Still open on Leavitt Group's site. Checked 1 hour ago.

Logo of Leavitt Group

Leavitt Group

1001 - 5000 employees

Founded 1952

💼 Consulting

📦 Logistics

🏥 Healthcare

Consulting • Logistics • Healthcare

Leavitt Group is an insurance and risk management company that partners with individuals and businesses to provide creative insurance solutions. With a focus on building consultative relationships based on trust and integrity, Leavitt Group offers services in business insurance and employee benefits, helping clients manage their total cost of risk effectively. For over 70 years, they have collaborated with locally owned agencies, ensuring a personalized and equitable insurance partnership that prioritizes client success and satisfaction.

📋 Description

• Work with the Account Manager to provide timely and professional client service • Develop knowledge of assigned accounts and meet department standards for client service, professionalism, and work attitude • Process emails in agency inboxes and route renewal-related emails to the Account Manager • Respond promptly to customer inquiries regarding policy changes • Place certificate requests in the appropriate folder or process them when needed • Assist the Account Manager with marketing during marketing and quotation processes • Assist clients and policyholders with filing claims or making claim updates • Process renewal certificates • Process customer correspondence, certificates of insurance, binders, cancellation requests, insurance ID cards, and internal correspondence • Set activities and follow-ups and maintain consistent client files in the agency management system • Fulfill other assigned duties

🎯 Requirements

• High School diploma or general education degree (GED) • Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others • Possess current Property, Casualty Insurance License • Basic knowledge of Insurance products • Knowledge of insurance rating and underwriting • Must have an ergonomic desk and chair • Desk large enough for two large monitors and laptop • Quiet workspace able to support conversations without background noise • High-speed internet connection of 50MB Up and Down or higher • Wired internet connection in the workspace

🏖️ Benefits

• Health Insurance • Dental and Vision Insurance • 401(k) with matching employer contributions. • HSA and FSA • Paid sick and vacation leave • Laptop provided by Leavitt

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