Customer Service Personal & Commercial Producer
Overview
Seattle based Customer Service Representative leading client interactions and supporting producers. Responsible for policy updates, claims handling, and sales activities. Must demonstrate strong communication skills and dedication to customer satisfaction.
What You'll Do11
- 1Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation
- 2Answer customer calls and correspondence regarding new or existing insurance policies and service all claims including after-hour claims
- 3Work with new clients or support producers to understand needs gather data research policy options present options finalize bind new coverage cancel old policies and negotiate with carriers
- 4Set appointments schedule client calls or support producers reviewing policies liability limits and exploring coverage needs
- 5Confer with customers to provide product information quote new business process renewals and bind renewals
- 6Resolve product issues by clarifying concerns determining causes selecting solutions and following up
- 7Review audits policies verify accuracy and facilitate corrections between client and carrier
- 8Maintain records of interactions tracking inquiries comments and actions within the management system
- 9Collaborate with team members mentor staff provide expertise and attend meetings
- 10Demonstrate strong phone manner written communication math reading and time management abilities
- 11Handle difficult situations independently solving complex problems without supervision
Requirements5
- 1Washington Personal & Commercial Insurance License
- 2Minimum two years commercial lines insurance account management experience
- 3Bachelor’s Degree or comparable work experience
- 4Expertise in insurance products rating procedures coverages and industry operations
- 5Proven customer focus strong phone skills written and verbal communication abilities
Salary Insight
$36 - $70k per year
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