Commercial Lines Customer Service Agent

Contact Us:

(715) 387-0002

| Toll Free:

(800) 261-8999
Commitment to service and maintaining existing accounts while empowered to uncover opportunities for increasing business.
Responsibilities

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Burns Insurance colleagues.
Be primary point of contact for all incoming service calls.
Process quotations, binders, certificates of insurance, new business, renewals, cancellations, endorsements, and first report of claims as needed.
Maintain complete and accurate files and input necessary data on the company’s agency management system.
Provide support to our Sales staff in obtaining, maintaining, and expanding business.
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
Develops new business from existing accounts and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
Execute daily job responsibilities, including responding to voicemail, email and client inquiries in a timely manner.
Maintain service standards as outlined in the procedure manual.
Knowledge and Skillset

Client focused.
Capable problem-solving skills.
Computer savvy – Microsoft products.
Takes initiative and exhibits self-motivation.
Attentiveness and active listening skills.
Ability to multitask.
Goal-oriented.
Qualifications

High School diploma or equivalent.
Hold Wisconsin insurance license or secure within first 90 days of employment.

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