Bones and Bailey

Commercial Lines Customer Service Representative

Posted on Aug 31 Midland, MI 1655 views

Bone & Bailey Insurance is an independent agency representing the finest in regional companies. Founded in 1939, we have served the Mid-Michigan area for over 80 years and offer a wide range of insurance products that can be tailored to your needs. From home, auto, watercraft and recreational vehicle coverage to covering your business with general liability, umbrella, commercial property, worker's compensation and employee benefits such as group and individual health, life and disability insurances.

We are seeking a Commercial Lines Risk Advisor/Customer Service Representative to join our team! You will be responsible for servicing customers by obtaining accurate information, quoting new policies, maintaining and reviewing policies and making changes when necessary, as well as assisting customers with billing questions, making payments, and other insurance/policy-related items.

Responsibilities:


  • Handle customer inquiries

  • Verify customers coverage and present policyholders with proof of insurance paperwork

  • Provide information about insurance products and services

  • Troubleshoot and resolve customer issues and concerns, provide appropriate solutions, and monitor the situation to make sure the issue is resolved

  • Document and update customer records based on interactions

  • Develop and maintain customer knowledge records based on interactions






Qualifications:

The requirements listed below are representative of the knowledge, skills, and/or abilities required.

Education/Experience:


  • 2-3 years working in insurance agency customer service environment



Certifications, Licenses, Registrations:


  • Property & Casualty Insurance License required



Knowledge, Skills and Abilities:


  • Ability to build rapport with clients

  • Proficient in MS Office

  • Excellent written and verbal communication

  • Detail-oriented

  • Excellent organizational skills to work independently, prioritize, handle multiple tasks, manage time

  • Positive and professional demeanor



Benefits: BCBSM medical- employer paid employee only premium, option to add family, VSP Vision, 401(k) match, employer provided life & AD&D coverage.

Ideal team member persona:


  • Task driven

  • Teamwork driven but able to work independently without supervision

  • Accountable for completing assignments in a timely manner

  • Detail oriented

  • Customer service oriented

  • Client focused



Work Schedule


  • This position is fulltime Monday-Friday, 8am-5pm.



Bone & Bailey provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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