• Customer Service Agent: Personal Lines

    Rapids Insurance; A Division of Marshfield Insurance
    Job Description

    General Description: A Personal Lines Customer Service Agent is part of a team of professionals who
    manage, serve and advise clients regarding personal insurance offerings.  

    This position will be located at our Wisconsin Rapids office.

    Essential qualifications:
    • WI Property & Casualty insurance license required. (Can be obtained post hire.)
    • High school diploma or equivalent is required, higher education including but not limited to professional
    designations are encouraged. Knowledge of Microsoft Office is helpful.

    Duties include:
    • Interact professionally and positively with clients while acting as the first point of contact for incoming
    client calls/walk-ins/emails regarding billing, coverage questions, and policy changes in a timely and
    efficient manner. Comply with workflow guidelines.
    • Assist clients and document claim reports, forward to company, and update customers on claim status
    in absence of claim agent.
    • Accurately document ALL customer interactions and transactions, recording details of inquiries and
    comments as well as actions taken in the agency’s management system. Electronically file and
    maintain organization of client documentation and communication records in the management system.
    Maintain account files, verifying, and updating account information.
    • Prepare and process new business and renewals by gathering updated information from clients,
    reviewing claim activity, recommending coverages and rating policies. Work with insurance
    underwriters to obtain quotes, negotiate programs and rates and determine appropriate carriers for
    clients on renewals and new business.
    • Responsible for policy administration and processing rewrites, endorsements, cancellations, and any
    other miscellaneous changes.
    • Cross sale of new or additional services or products.
    • Perform other functions as directed by management

    Job duties, compensation and benefits to be discussed during the interview process.  Candidates can email a cover letter and resume to jana.zvolena@marshfieldinsurance.net    

    Contact Information
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