Job Description
Job Description
About Us
Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique. The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide : life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity – Loman-Ray Insurance Group, LLC.
Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals.
Commercial Lines Customer Service Representative
Position Summary :
The primary function of this role is to deliver high-quality service to commercial insurance clients by assisting with their policy and account needs. This role plays a critical part in maintaining client satisfaction, ensuring accurate policy servicing, and supporting the agency team. The representative handles day-to-day account management, responds to inquiries, and provides timely, accurate information to clients and carriers. The ideal candidate demonstrates excellent communication skills, strong attention to detail, and a commitment to providing a positive client experience.
Key Responsibilities :
Client Service & Account Management
- Respond promptly and professionally to client inquiries via phone, email, or in person.
- Provide guidance on commercial policy coverages, billing questions, and claim status updates.
- Ensure timely follow-up and resolution of client issues to maintain high service standards.
- Maintain proactive communication to identify client needs and recommend appropriate solutions.
- Document all client interactions and transactions accurately in the agency management system.
Policy Processing & Documentation
Process policy changes, endorsements, cancellations, and rewrites in a timely manner.Review and verify accuracy of policies and documents received from carriers.Maintain up-to-date and accurate client records within the agency management system.Ensure adherence to agency procedures and industry regulations for all transactions.Follow up on outstanding items to ensure timely completion and policy accuracy.Renewals & Carrier Coordination
Assist in the preparation and processing of commercial policy renewals.Communicate with clients to gather updated information and confirm renewal preferences.Coordinate with carriers to ensure timely issuance of renewal documents.Collaborate with producers and account managers to ensure smooth handling of client accounts.Team Collaboration
Support team members during high-volume periods or on special projects as assigned.Assist in developing and maintaining efficient workflows to improve client service delivery.Maintain strong internal communication to ensure cohesive account management and client support.Perform other duties as required.Qualifications :
High School Diploma or equivalent requiredActive Illinois Property & Casualty license required, or the willingness to obtain the licensePrior experience in commercial lines insurance customer service or account managementFamiliarity with commercial lines insurance products beneficialWorking knowledge of Applied Epic desired; will consider experience with related agency management systemsProficiency with Microsoft Office SuiteStrong oral and written communication skills for client and carrier interactionsExceptional attention to detail and organizational abilities.Ability to multitask effectively in a fast-paced environment.Strong problem-solving abilities with a client-focused mindset.Ability to pass a criminal background check, as permitted by lawHours : Monday-Friday, 8 : 30am-4 : 30pm
Office Locations :
2702 Boulder Drive, Urbana, IL 61802 (Preferred)145 E. 5th Avenue, Clifton, IL 6092713 South Main Street, Sullivan, IL 61951113 S. State Street, Monticello, IL 61856125 W. Garfield Street, Cissna Park, IL 6092417 E. Liberty Lane, Danville, IL 618321016 W. Orange Street, Hoopeston, IL 60942104 N. Main Street, St. Joseph, IL 6187315 S. Main Street, Villa Grove, IL 61956605 Old Salem Road, Petersburg, IL 62675Benefits :
Competitive CompensationHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time OffPaid HolidaysNo Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.