Now Hiring - Leavitt Group - Commercial Lines Customer Service Representative in Westerville, OH

Full description of the position

Leavitt Group Midwest is a local agency in Ohio that continues to work on their culture and a meaningful work life balance for their employees. Leavitt Group Midwest is looking to add new talent to their Commercial Lines team in Westerville, OH.

Local Agency Website: [please apply online] Lines Customer Service Representative

Job Description

Customer Service Representatives are the cornerstone of the commercial lines services team. This position answers all inbound commercial lines service calls. They perform service work for customers including but not limited to: adding/deleting/replacing vehicles, changing coverages, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, and handling other insurance questions as appropriate to service customers.

The Customer Service Representative will handle customer service requests in a professional and knowledgeable manner. They will determine all impacts/needs associated with the service request, including impacts to other coverages or policies. During routine service contacts they will also use their knowledge to identify any coverage gaps associated with a customers request and educate the customer on ways to mitigate their risk.

The Customer Service Representative will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy. They will maintain effective and timely follow-up systems and verify transactions with customers. They will effectively utilize technology to perform assignments and requests. Additionally, they will use knowledge of commercial lines products, carriers, and agency and carrier rules to service customers effectively. Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.

In addition to inbound service calls, the Customer Service Representative performs service activities to support the account managers on their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies

• Licensed in Ohio for Property and Casualty or will obtain within 60 days.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable and provide timely response and complete of work activities.

Leavitt Group Midwest offer a competitive benefits package.

• $45,000 - $55,000 DOE
• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• HSA and FSA
• Paid sick and vacation leave

As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

Who are we? Please watch [please apply online]

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• AMS360: 1 year (Preferred)
• Commercial Lines Account Management: 2 years (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Ability to Relocate:

• Westerville, OH 43082: Relocate before starting work (Required)

Work Location: In person