Commercial and Personal Lines Customer Service Representative

Fisher Insurance Agency, Inc
Milford, MA

We have an immediate opening for a Commercial and Personal Lines Customer Service Representative to work Monday thru Friday from 9 AM until 5 PM or Monday thru Friday from 12 PM until 5 PM in our Milford, MA office.

 

Responsibilities include:

 

  1. Perform all duties related to servicing and cross-selling an established book of business for both standard and surplus lines accounts to include but not limited to:
  • Audit Reviews
  • Renewals and Remarketing
  • Policy Processing
  • Policy Changes
  • Invoicing
  • Review and Recommend Coverages
  • New Business Accounts - compare, quote and market to carriers as needed
  • Issue Certificates of Insurance and verify proper coverage requirements for contractual obligations
  • Prepare RMV forms

 

  1. Provide General Office Support to our Property & Casualty Sales & Service Staff to include but not limited to:
  • Answer Phones
  • Customer Service
  • Data Entry
  • Filing
  • Front desk/Reception duties
  • Process Mail
  • Process Payments and Commissions
  • Schedule Appointments
 

Position Requirements:

  • At least 3+ years of commercial lines customer service experience with a record of success
  • Ability to read contracts to determine insurance needs
  • Ability to prioritize and self-manage a large workload within specific service level standards
  • MUST be familiar with most types of commercial insurance products
  • Strong oral and written communication skills
  • Strong working knowledge of Microsoft products (Outlook, Word, Excel, etc.)
  • Experience with Contractors and Truckers Insurance a plus

 

Candidate must work well in a team setting, have a positive attitude, attention to detail, people oriented, problem solving, analytical thinking, organizational skills, and able to work under pressure.   We offer a competitive salary and benefits package that includes medical, dental and a 401K Plan.  Property & Casualty License required and Professional designations are a plus.

Forward resume - All inquiries will remain confidential!