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Commercial Lines Customer Service Representative - Groton, MA

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Posted: 01/19/2020

Five Star designated Murphy Insurance Agency is in search of a dedicated, experienced Commercial Lines CSR to join their Groton, MA team. Offering a highly competitive compensation and benefits package within a supportive, team-oriented environment.

Job Responsibilities:

  • Informs and educates clients about policy coverage, changes, exclusions and insurance needs
  • Pre-qualifies and analyzes prospective business clients according to agency standards
  • Prepares, completes and submit applications to carriers; develop summaries, proposals and provide technical support in coordination with Producer(s); and responsible for follow-up with carriers and clients
  • Reviews policies and all documentation for accuracy and quality standards
  • Assists clients with coverage changes, certificate requests, binders and endorsements; uses each contact as an opportunity to review needs and cross-sell appropriate services
  • Responsible for existing client account review and renewal process including client contact, remarketing and proposals
  • Actively seeks referrals from current clients and utilizes internal database to generate new businesses
  • Cross-sells additional business services and refers clients to personal and financial services teams
  • Manages non-renewals and cancellation requests in order to retain business where appropriate
  • Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
  • Maintain in-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service
 Knowledge & Skills:
  • Strong customer service focus with a highly professional attitude and approach to business
  • Full knowledge of business insurance markets and products including rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
  • Excellent computer skills with knowledge of agency management software and insurance rating software; proficiency in Microsoft Suite office software; working knowledge of WinTAM a plus
  • Strong verbal and written communication and organizational skills
  • Ability to handle multiple and changing priorities in a fast-paced team environment

Education & Experience:

Minimum of 3+ years experience as an insurance representative or client support representative. Producer P&C licensed preferred. High School diploma required. College degree highly desirable. 

Qualified candidates, please send resume to: employment@dfmurphy.com. 

 

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