Personal Lines Insurance Customer Service Representative

Holman is a family-owned, global automotive services organization dedicated to providing exceptional customer experiences. The Personal Lines Insurance Customer Service Representative will handle customer inquiries, process policy changes, and support the sales and customer support teams to ensure customer satisfaction.

Responsibilities

• Handle incoming customer phone calls and either resolve issues or reroute to a team member. Follow-up with customers as needed to ensure requests have been met
• Process policy changes, answer billing questions, issue insurance documents and certificates and other service requests that might come via phone, e-mail or mail
• Assist the sales team by organizing, scanning and electronically filing required insurance policy documents and customer information
• Assist the customer support team by assisting with policy audits, uploading or downloading information and helping with retention efforts
• Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested
• Participate in efforts to maximize renewal retention. These efforts might include renewal audits, client surveys or questionnaires conducted by phone, thank you calls, birthday or anniversary mailings or other customer care initiatives as directed
• Work closely with management team to help achieve premium, retention and growth targets for all lines of selected business
• Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization
• Interact with Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives. This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the frontline
• Complete administrative tasks as directed by the leadership team including, but not limited to, taking incoming calls, making outbound customer calls, responding to e-mails, filing (electronic and paper), sorting and distributing mail, assisting with community and corporate events, responding to carrier communications and assisting the finance and accounting team with tasks that may be assigned
• Dedicated to delivering exceptional customer care to all prospects and clients of the business
• Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies
• Some flexibility in work schedule. This position may require some evening and Saturday hours
• Adaptability. Holman Insurance Services is the newest division in a successful group of growing companies. Candidates must have a “get it done” attitude and be willing to adapt and change as the business grows

Skills

• Four-year college degree or demonstrated equivalent experience as determined by department management
• Property & Casualty Insurance License
• Candidates must have an insurance license or be able to sit for and pass state licensing exams for both Property and Casualty. License issuance will be required within 90 days of joining the Holman organization
• Flexibility in work schedule. This position will require some evening and Saturday hours
• Individuals must be highly organized and exceptional at following-up on assigned tasks
• Focused on learning and personal growth
• Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business. This will include attending both live and recorded training sessions as well as independent study and 1-1 training in office
• Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment
• A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources
• Dedicated to delivering exceptional customer care to all prospects and clients of the business
• Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies
• Excellent writing and communication skills
• Property and Casualty insurance experience is preferred, but not required

Benefits

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement
• Regular Full-Time•We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.
• Temporary or Part-Time•In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Company Overview