Customer Service Representative - Commercial Lines

Job Description

Job Description

Job Overview :

Our client is searching for a Commercial Lines Customer Service Representative (CSR) to work on a newly created service team. This position will work out of one of our offices, hybrid, or remote within driving distance our office location.

The Commercial Lines CSR team operates as a centralized service group supporting all Account Managers across the department. Unlike Account Managers, CSRs do not maintain an assigned book of business. Instead, they provide shared processing and administrative support our Account Managers.

The CSR group handles a wide range of servicing tasks, including :

Processing endorsements, cancellations, and policy changes

Submitting claims and assisting with claim follow-up

Issuing certificates of insurance

Processing notary bonds and similar requests

Managing general service requests and documentation within the agency management system

This centralized team is new and growing, with five current employees. We are adding staff enabling CSRs to take on more responsibilities that reduce administrative load on Account Managers and allow them to focus more on client relationships & renewals.

Qualified candidates will hold a Property & Casualty license and have 3+ years of commercial lines experience.

Requirements :

Required Knowledge and Skills :

Excellent verbal and written communication skills

Strong analytical thinking and organizational skills

Ability to interact professionally and effectively with customers and team members

Proficient computer skills including the ability to document and access information

Ability to follow existing processes, procedures, and verbal instruction

Ability to manage multiple priorities, accurately, efficiently, and independently

Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements :

Valid WI driver's license and acceptable driving history

Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

Responsibilities : Production Support :

Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers

Prepares proposals and renewal summaries

Maintains agency management system with up-to-date and accurate data

Administers processing and suspense of new business, renewals, cancellations, and endorsement requests

Prepares certificates, binders, surety bonds and general correspondence

Completes MVR requests and trucking certificates according to scheduled rotation

Administers change requests and endorsements

Answers incoming phone calls, greets and assists agency visitors

Acts as primary and / or secondary back-up to front desk receptionist, if applicable

Administrative :

Organizes tasks and resources to complete work and meet deadlines according to established procedures

Makes decisions on a variety of tasks frequently requiring discretion, judgement and initiative guided by general procedures or standards

Responds to incoming phone calls and emails promptly and effectively

Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service :

Delivers exceptional customer service according to our Customer Service Standards with a goal of exceeding customer expectations with every interaction

Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers

Answers customer questions and resolves complaints in a timely and efficient manner

Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and / or vendors

Benefits : Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services

W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.