Property Casualty Customer Service Representative

The Property Casualty Customer Service Representative role in Greensboro, North Carolina will provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities.

How You Will Contribute

• Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.
• Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.
• Provide an exceptional customer experience.
• Document renewal, sales, and insurance operations compliance documents into the agency management systems.
• Attend internal and client meetings, as needed. 6. Follow agency guidelines, policies, and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Skills & Experience to Be Successful

• Property & Casualty Producer Insurance License in good standing
• 2+ years of customer service experience in the insurance industry
• Comprehensive knowledge of commercial property, general liability, auto liability, workers compensation and umbrella liability coverages
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Experience handling commercial account renewals, service needs, and customer escalations
• Experience handling policy endorsement requests, certificates of insurance and Auto IDs
• Experience handling payments or billing questions

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.