Commercial Lines CSR

Team Focus Insurance Group has been serving the property and casualty insurance industry for seven decades. We trace our roots back to 1946 when MacNeill Group was founded as Frank R. MacNeill and Son.

The Commercial Lines Customer Service Representative demonstrates exceptional customer service by answering and responding to incoming calls from policy holders and agents inquiring about commercial policy coverage on behalf of our client, the carrier. Responsibilities include servicing small to mid-size accounts. This includes endorsement activity, routine coverage questions, renewals, and checking and issuing binders, certificates and policies. Additionally, the CSR will contact prospects on behalf of the agent to review existing coverages and quote new business on behalf of the carrier.

* Receiving incoming phone calls. * Quoting policies and/or coverages for new and existing clients. * Preparing and/or order policy change requests. * Reviewing expirations in advance of the renewal date to review coverage's. * Providing service and support to other sales agents. * Actively seeking to cross-sell other coverages to existing clients. * Taking claim information and report new claims to the company. * Maintaining adequate suspense on outstanding items and follow up in a timely manner until its conclusion.

**Candidate Skills:** * Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. * Approaches others in a tactful manner; Reacts well under pressure; Follows through on commitments. * Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organization’s core values. * Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Ability to handle multiple tasks. * Creates effective working relationships across multiple levels and multiple functions within both client and Company organizations. * Demonstrates commitment and a sense of ownership and responsibility in successfully delivering results. **Candidate Qualifications:** * Active Florida 2-20 License * 3-5 years experience servicing or selling Property & Casualty Insurance Commercial policies * Previous call center experience a plus * Solid background in using Microsoft word, Microsoft Excel, agency management systems and carrier software * Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, and clients. Bilingual (English and Spanish) language skills preferred. * Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. * Working knowledge of Microsoft Office applications to include Word, Excel, PowerPoint, and Outlook and Internet browser applications necessary. Must be able to use a variety of office equipment, including scanner, copier, fax machine, and calculator.