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Holman · 7 hours ago

Personal Lines Insurance Customer Service Representative

Maple Shade, NJ

Full-time

Hybrid

New Grad, Entry Level

Holman is a family-owned, global automotive services organization focused on delivering exceptional customer experiences. The Personal Lines Insurance Customer Service Representative will handle customer inquiries, process policy changes, and assist with various administrative tasks to support the sales and customer support teams.

AutomotiveSales Automation

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

Qualification

Property & Casualty LicenseCustomer ServiceInsurance ExperienceAgency Management SystemCommunication SkillsOrganizational SkillsAdaptability

Required

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

Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment

Excellent writing and communication skills