Leavitt Group of Colorado Sterling or Fort Morgan, CO
In this position you will be responsible for the following:
Job Description:
Personal Lines Customer Service Representatives are the cornerstone of the personal lines services team working directly with the personal lines account manager. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.
Responsibilities and Duties:
Handle customer service requests in a professional and knowledgeable manner.
Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
Maintain effective and timely follow-up systems and verify transactions with customers.
Effectively utilize technology to perform assignments and requests.
Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
In addition to inbound service calls, the Customer Service Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Job Requirements/Competencies:
Property and Casualty License or willingness to obtain one within the first 90-180 days of employment
Excellent communication skills; verbally and written
Detail oriented and able to maintain compliance standards
Must be dependable, provide timely response, and complete of work activities
Leavitt Group offers a full and attractive benefits package including;
$40,000-$42,000 depending on experience
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
As a national company, the Leavitt Group is the 19th largest privately held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
#LI-LM1
#LI-Onsite
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Leavitt Heartland Insurance is on the lookout for a skilled Commercial Lines Account Manager to join their dynamic team in Rapid City.
Starley-Leavitt seeks a dedicated commercial lines processor to join their dynamic team in Twin Falls, ID, where a commitment to client success thrives.
Bevi is looking for a strategic Technical Services Manager to lead our Tier 1 Support team in transforming the customer experience for our innovative beverage solutions.
As an RN Clinical Coordinator at CommonSpirit Health, you will play a crucial role in enhancing patient care and fostering a supportive team environment.
Join City National Bank as a Client Offboarding Services Specialist Sr and leverage your expertise in customer service and account management.
Step into the role of Customer Success Specialist at Handoff and leverage your construction experience to enhance our cutting-edge AI platform.
Join Kentro as a Customer Service Engineer to enhance IT support for the Veterans Administration while fostering your professional development.
Join QualDerm Partners as a Referral Coordinator and play a crucial role in improving patient care in a supportive dermatology network.
Become a key player in enriching VIP customer experiences as a Senior Associate at FanDuel Group, a leading gaming company in North America.
Become a vital part of BankOnBuffalo as a Universal Associate, where your positive energy will lead to positive outcomes for our clients.
As a Customer Support Analyst at Synctera, you'll ensure prompt responses to customer inquiries while collaborating with internal teams in an innovative FinTech environment.
Take the lead in enhancing customer support as a Manager of Customer Support Operations in a fully remote role with Jobgether.
Join Julius, a rapidly growing AI data analyst company, as a Community & Support Manager where you'll lead customer support and community-building efforts.
Join American Express as an Assistant Team Leader and leverage your leadership skills to enhance customer experiences at the Centurion Lounge.
Join American Express as a Hospitality Coordinator and play a crucial role in providing outstanding support to Resy restaurant partners and app users.
The Leavitt Group is a privately-held insurance brokerage. The company provides its clients with insurance market access and a wide range of services and resources including employee benefits solutions, property and casualty insurance, risk manage...
27 jobsSubscribe to Rise newsletter