Customer Sales & Service Rep

Delavan, WI 53115-

Posted: 03/29/2023 Industry: Office Professional Job Number: 32070

Job Description


Production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts.

  1. Responsible for gathering the information and risk management recommendations for designated accounts.
  2. Delivering Evidence or insurance and/or binders for designated accounts, as needed.
  3. Conducts periodic service calls for designated accounts.
  4. Performs special projects at the request of designated clients after being approved by manager.
  5. Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. All conversations, phone, in person or via email are documented in agency management system.
  6. After reviewing updated client exposure survey information, obtains other renewal information for accounts with increase renewal premiums. Quotes via EZLynx to remarket renewals.
  7. Follow up on all non-standard policies to see if they can be rewritten in a standard program. Prepares rewrite applications.
  8. Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, quotes completed via EZLynx. Completes applications or endorsements, and collects premium when applicable.
  9. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
  10. Receives and reviews request for policy to determine action to be taken.
  11. Takes new claim information and follows up on outstanding claims and provides assistance in their resolution, as necessary.
  12. Solicits expiration dates for policies not written by agency. Expectations are an average of one expiration date per client serviced.
  13. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
  14. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business. Expectation is five referrals per week.
  15. Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
  16. Performs other functions as assigned by management.

  • Must be an assertive self-starter with the ability to influence others.
  • Should have demonstrated effective presentation skills through both verbal and written communications.
  • Must be organized.

  • Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
  • Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.

  • Fast-paced multi-tasking environment.

  1. This job description is intended to describe the level of work required of the person performing the job.
  2. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency' s essential functions.
  3. This description is not intended as a contract and is subject to unilateral change and revision by management.
  4. Any written contractual agreements will supersede this job description.

Job Types: Full-time, Contract
Salary: $17.00 to $19.00 /hour
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