Job Details
**Sheeley Insurance Agency is seeking a customer service representative to join our team at our Honesdale or Milford Pennsylvania locations. Successful candidates will have experience in a professional office environment. Office management experience is preferred as this position will require the ability to work independently without the presence of direct supervision on occasion. A Pennsylvania Property & Casualty Insurance License is required for this position, but we will consider non-licensed candidates with the appropriate office management experience.**
**PRIMARY ROLE**
Day-to-day maintenance of Client Insurance Accounts and support to Account Managers/Producers. Including but not limited to:
* Answer incoming phone calls
* Processing of endorsements
* Distribution of policy documents
* Processing of any renewals as assigned
* Overall support to Account Manager
* Supports and incorporates company mission and core values into daily activities
* Works as a team member to achieve department goals and overall company goals
* Consistently reports to work on time and prepared to preform duties of position
**QUALIFICATIONS & EDUCATION**
Appropriate state license(s). Minimum 3 years insurance brokerage or equivalent office management experience.
* Two-year associate college degree required; four-year college degree preferred
* General knowledge of all lines of commercial/personal insurance
* Thorough knowledge of brokerage operations including procedures, endorsement processing, agency management system, and applicable insurance laws/codes
* Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
* Familiarity with risk assessment and risk management techniques
* Excellent time management, organizational and verbal and written communication skills
* High degree of self-motivation and self-direction. The ability to work independently is a must
* Possesses a supportive and responsive manner with internal and external customers
* Has the ability to perform multiple tasks in complex working environment accurately and efficiently
**DUTIES**
* Support Account Managers and Producers through servicing of existing customers
* Receive, Review, and Process policy change requests as received
* Receive, Review, and Process any renewals as assigned
* Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines as assigned
* Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
* Review all items to be processed, to insure items were received as ordered.
* Prepare billing following agencys credit and collections policies
* Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
* Participate in any special projects at managements request
* All additional duties as assigned
**A Valid PA Property & Casualty Insurance License is required for this position but is not necessarily required at the date of hire for the right individual. Successful applicants that do not have a valid insurance license must successfully obtain the license within 90 days of hire.**
**Sheeley Insurance Agency, Inc. offers a competitive hourly wage. Our service team members earn between $35k-$40k per year. We also offer group life insurance and disability. Additionally, we offer a 401k plan with employer contribution, 10 paid holidays per year as well as paid vacation time available from day one! Currently, we do NOT offer company paid medical. Apply now to enjoy this rewarding full-time career! This is an HOURLY, NON-EXEMPT POSITION**
**Apply for Personal Lines Customer Service Representative**
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