The Role
The Personal Lines CSR assists producers with new and renewal business, providing in-house customer service, processing transactions, checking policy accuracy, and managing correspondence.
Summary Generated by Built In
This position is responsible for providing assistance to producers in handling and processing of new and renewal business, as well as providing in-house customer service to clients as assigned and requested.
Key Responsibilities
- Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.
- Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
- Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client.
- Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Be familiar with and follow agency E&O guidelines.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Perform special projects at management's request.
Skills, Knowledge and Expertise
Looking for an industry experienced customer service representative/account manager. Ohio insurance license preferred but not required. Must be a self-starter with good communication skills, both verbal and written.
Experience level: 2 years (preferred but not required)
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
Skills Required
- Experience in customer service or account management
- Ohio insurance license (preferred but not required)
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The Company
What We Do
The Misch Group is a premier executive search and staffing agency dedicated to connecting world-class organizations with high-caliber talent, and also operates as an independent, full-service international brokerage firm covering all lines of insurance.
