Job Description

Personal Lines Customer Service Representative (Bonek Insurance Agency)

Bonek Insurance Agency has been in business over 86 years and has extensive experience and knowledge in the products we offer, as well as the expertise to use those products to provide the maximum benefit and protection. It is our mission to establish trust and long-lasting relationships with our clients.

We are currently looking to add to our team a Personal Lines Customer Service Representative. This person will provide prompt, accurate, and courteous service to clients, carriers and coworkers.

Essential Duties and Responsibilities:

  • Perform account reviews and consult clients with coverage suggestions

  • Create business-to-business referral relationships

  • Use agency tools (i.e.: Applied Management Systems, Comparative Rater, etc?) to quote, sell and service a high volume of personal lines products (home, auto, motor home, etc?) to current and referred clients

  • Monitor Follow-Up on a daily basis for outstanding items such as endorsements, renewals, quotes, recommendations, etc

  • Process incoming mail, emails, and voice mails in a timely manner. Answer incoming phone calls by the second ring

  • Assist in training other employees at manager?s request

  • Capacity to work on other campaigns for the Agency in conjunction with regular workload when needed (i.e.: Umbrella Campaign). Perform special projects at management?s request

  • Maintain knowledge of company underwriting criteria, rating procedures, and marketing policies

  • Maintain current state P&C license, attending classes and seminars as requested.

  • Track and pursue all x-dates obtained

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, required

  • P & C License is preferred but not required

  • Working knowledge of Personal Lines Insurance preferred but not required

Computer Skills:

  • Basic comprehension of Microsoft Suite, including the ability to create and edit an excel spreadsheet, the ability to create and edit a word document, and fluent with the functions of Outlook

Other Qualifications:

  • Must be organized, detail oriented, and efficient with excellent verbal and written communications skills

  • The ability to effectively work well with others

  • Must possess a high level of problem-solving skills and a positive, team-oriented attitude is necessary to deal with a large variety of personalities

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • Moderate stress due to regular deadlines and daily challenges

  • High finger dexterity while typing documents and forms

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

  • Work stations are individual office with moderately high sides

  • The noise level in the work environment is usually moderate

Qualified candidates will receive:

  • Competitive wage commensurate with experience

  • 401k participation

  • Medical Insurance

  • Group Life and Long-Term Disability

Company Info

Company Name
Acrisure LLC
Zip/Post Code
49682
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