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Commercial Lines Insurance Client Service Representative

Company: Emery Webb Inc
Location: Beacon
Posted on: March 16, 2023

Job Description:

Job DescriptionEmery & Webb is looking for a team member for our Commercial Lines Church team. Do you enjoy helping people? Do you have an eye for detail and organization? If so, you may want to talk with us about our open position. We are looking for a team member who has the ability to bring energy to each day and understands how to help both the client and their fellow team members.BenefitsHealth InsuranceLife InsurancePaid Time Off (PTO)Dental InsuranceVision InsuranceMon-Fri Work ScheduleHolidays OffRetirement BenefitsFamily LeaveDisability InsuranceResponsibilities1. Complete applications, questionnaires, request loss runs and issue binders, identification cards, certificates of insurance and requests for proof of property insurance2. Answer telephone in a professional manner while taking client inquiries and research and answer questions based on their insurance needs3. Respond to client voice mails on the same day per Emery & Webbs Sundown Rule which states all calls need to be returned on the same day and system noted accordingly4. Emails should be acknowledged within a reasonable time frame if not the same day5. Represent yourself and the agency in a professional manner while waiting on clients in person and taking their inquiries6. Be familiar with the markets available through the agencys carriers7. Become familiar with all policies forms and coverages as well as any recent changes to these forms and coverages and have to knowledge to explain these to a client in a way they understand8. Communicate with supervisor on any issues to ensure excellent customer service9. Prior to policies renewing, review exposures, gather information the carrier has requested and deliver renewal policies or binders on a timely basis. Also review renewals to determine if better coverage and/or pricing can be obtained with another carrier10. Process transactions carefully paying attention to detail on a timely basis to minimize the potential for an errors and omissions exposure11. Backup and assist other team members as needed to achieve the common goal of servicing all clients in our usual professional mannerRequirementsMinimum Experience and EducationHigh school diploma or equivalent. Licensed insurance broker

Keywords: Emery Webb Inc, Danbury , Commercial Lines Insurance Client Service Representative, Other , Beacon, Connecticut

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