Job Description

As a Customer Service Representative at Trucordia, you will play a vital role in providing exceptional customer service to our commercial lines clients. The Customer Service Representative will be responsible for assisting with the management of and servicing of commercial insurance policies, maintaining client relationships, processing inquiries, and providing support to ensure clients' insurance needs are met efficiently. The role requires a comprehensive understanding of commercial lines insurance products, effective communication skills, and the ability to work collaboratively with producers, underwriters, and clients.

Duties and Responsibilities:

• Provide prompt and courteous assistance to customers in person and via phone, email, and other communication channels.
• Process both new business and renewals for customers.
• Sell and quote new business to both personal and commercial lines clients.
• Assist in preparing and processing commercial insurance policies, including issuing certificates of insurance, endorsements, and other policy documents.
• Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
• Process payments and submit insurance premiums accurately and in a timely manner.
• Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
• Maintain detailed and accurate records of customer interactions to continuously improve service quality.

Qualifications

• Excellent communication, interpersonal skills and high attention to detail.
• 3 years of experience within insurance industry.
• Analytical and problem-solving skills to assess clients' needs and recommend appropriate coverage.
• Self-motivated, goal-oriented, and able to work independently and as part of a team.
• Technical proficiency with Microsoft suites platforms including Excel.
• P&C insurance agent license required.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.