Personal Lines Insurance Customer Service Representative

Holman is a family-owned global automotive services organization committed to delivering exceptional customer experiences. They are seeking a Personal Lines Insurance Customer Service Representative to handle customer inquiries, process insurance documents, and assist with policy audits while contributing to the overall growth and retention targets of the insurance division.

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
• 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
• 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

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
• Qualified candidates will also be able to travel within the local NJ and PA markets for meetings, prospecting calls and network development
• 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
• 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

Company Overview