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Commercial Lines Customer Service Representative

Confie

Location: Lithia, FL 33547
Type: Non-Remote
Posted on: October 19, 2021
This job is no longer available from the source.
Commercial Lines Customer Service Representative
Job Locations US-FL-Lithia
Requisition Post Information* : Posted Date 1 day ago (10/19/2021 10:34 AM)
ICIMS Requisition ID 2021-8347 # of Openings 1 Position Category Sales
Our Company!
Confie and its family of companies - InsureOne, Freeway, BlueFire & others - is one of the top 5 insurance brokers in the United States. We have successfully acquired and integrated over 100 acquisitions since 2008, which defines our credibility! Confie is a builder of companies, every single agency we’ve acquired, we’ve grown. We are proactively looking for bright , talented , and motivated individuals who are goal oriented and excited for career advancement. Be part of this amazing journey and take your career and income potential to new heights! Come Grow With Us !
The Role!
• I ntegrity- We maintain the highest standard of ethical behavior, and do the right thing for the customers and employees.
• C ommitment- We strive to provide value to our customers, our employees and our company.
• A ccountability- We hold ourselves to the highest standards of accountability in all our actions.
• R espect- We are always mindful to respect our customers, ourselves and each other.
• E xcellence- We focus on going the extra mile to exceed expectations.
What Will You Do?
Expectations: - Provide Outstanding Service, identify and secure new customers through various agency initiatives, and work together as a team.  Offices are open M-F 8-5.
Roles/Responsibilities:
• Serve as a customer advocate – to our carriers we represent.
• Provide service to existing customers on a daily basis with tasks to include but not limited to: • taking payments
• reviewing insurance coverage
• making recommendations of coverage
• educating customers on their policies
• educate and provide quotes for other lines of business as they pertain
• filing a claim
• provide a customer care review of their coverage in place
• generate insurance documents (i.e. evidence of insurance, id cards, proof of insurance)
• provide comparative quotes and move business to other carriers when in the best interests of the customer
• ask for referrals
• Work with Prospective clients – gather personal information to be used for generating insurance quotes for various lines of business, building trust and relationships, educate and provide insurance options for their review. Work with various referral sources in securing referrals (agency directed).
• Work within the guidelines and direction of the agency – Take care of the customer and the carrier(s) we represent.
• Work with carrier personnel in seeking coverage for a customer - answering carrier questions as it pertains to the customer’s risk.
Work as part of a team - coordinating efforts and supporting one another in the best interests of the customer, our agency, and our carriers we represent
The Perfect Match!
• Candidate must have either 2-20 or 4-40 insurance license.
• Candidate must be comfortable navigating the web, data entry, and following agency procedures.
• Candidate must have Commercial Lines experience.
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