Personal Lines CSR

This position is responsible for providing assistance to producers in handling and processing of new and renewal business, as well as providing in-house customer service to clients as assigned and requested. ### Key Responsibilities - Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log. - Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. - Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client. - Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary. - Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. - Be familiar with and follow agency E&O guidelines. - Maintain electronic and/or paper files in an orderly, up-to-date manner. - Perform special projects at management's request. ### Skills, Knowledge and Expertise Looking for an industry experienced customer service representative/account manager. Ohio insurance license preferred but not required. Must be a self-starter with good communication skills, both verbal and written. Experience level: 2 years (preferred but not required) ### Benefits - 401(k) - 401(k) matching - Dental insurance - Flexible schedule - Health insurance - Life insurance - Paid time off - Vision insurance