Commercial Lines Customer Service Agent

This is a fully remote position, open to applicants in Utah.

📋 Description

• Collaborate with the Account Manager to deliver timely and professional client services.

• Acquire knowledge of assigned accounts and adhere to departmental standards for client service, professionalism, and work ethic.

• Manage emails in agency inboxes and direct renewal-related emails to the Account Manager.

• Respond swiftly to client inquiries concerning policy modifications.

• Organize certificate requests in the designated folder or process them as necessary.

• Support the Account Manager during marketing initiatives and quotation processes.

• Assist clients and policyholders in submitting claims or updating claims status.

• Handle the processing of renewal certificates.

• Manage customer correspondence, certificates of insurance, binders, cancellation requests, insurance ID cards, and internal communications.

• Schedule activities and follow-ups while maintaining consistent client files in the agency management system.

• Complete other assigned tasks.

⛳️ Requirements

• High School diploma or general education degree (GED).

• Ability to effectively communicate information and respond to inquiries (both verbally and in writing) with clients, company personnel, and others.

• Current Property and Casualty Insurance License is required.

• Basic understanding of insurance products.

• Familiarity with insurance rating and underwriting processes.

• An ergonomic desk and chair must be available.

• Desk should be spacious enough to accommodate two large monitors and a laptop.

• A quiet workspace that can facilitate conversations without background noise is essential.

• High-speed internet connection of 50MB Up and Down or higher is required.

• A wired internet connection in the workspace is mandatory.

🏝️ Benefits

• Health Insurance.

• Dental and Vision Insurance.

• 401(k) plan with matching employer contributions.

• Health Savings Account (HSA) and Flexible Spending Account (FSA).

• Paid sick and vacation leave.

• Laptop provided by Leavitt.