Note: The job is a remote job and is open to candidates in USA. Leavitt Group of Colorado is a national insurance brokerage firm seeking a Personal Lines Customer Service Representative. This role involves handling inbound service calls, providing customer support, and assisting with various personal lines insurance inquiries and transactions.
Responsibilities
- Handle customer service requests in a professional and knowledgeable manner
- 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 customer’s request and educate the customer on ways to mitigate their risk
- Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy
- Maintain effective and timely follow-up systems and verify transactions with customers
- Effectively utilize technology to perform assignments and requests
- Additionally, they will use knowledge of personal 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 their team and their manager or others, consistent with the responsibilities outlined above
Skills
- Property and Casualty License or willingness to obtain one within the first 90-180 days of employment
- Excellent communication skills; verbally and written
- Detail oriented and able to maintain compliance standards
- Must be dependable, provide timely response, and complete work activities
Benefits
- Health Insurance
- Dental and Vision Insurance
- 401(k) with matching employer contributions.
- HSA and FSA
- Paid sick and vacation leave
Company Overview
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide. It was founded in 1952, and is headquartered in San Jose, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.leavitt.com/leavittpacific/.