SUMMARY To service all clientele in a consistent and professional manner.

To work with producers to maintain synergy with Hub corporate goals, our carrier requirements, and the needs of our clients.

The Customer Service Agents role is to provide the highest quality of professional service to every customer.

This includes answering questions, providing professional information, enhancing existing policies and cross-selling accounts upon every opportunity.

Job Functions and Responsibilities · Maintain excellent customer relations and address customer questions and requests.

· Enhance existing policies when needed and solicit expiration dates.

· Remarket Nonrenewals.

· Rewrite existing policies when needed.

· Process endorsements through communication/interface with customers, banking institutions and/or carriers.

· Process invoices and credits for agency billed business.

· Market, quote and process new business on existing and new customers.

· Complete applications for all new business, thoroughly and accurately.

· Review new policies as they are received to be sure of accuracy.

· Maintain account files in accordance with established procedures.

· Keep New Business logs up to date.

· Keep informed and up to date on industry and carrier issues.

· Maintain positive relations and keep direct communication with carrier underwriters and staff.

· Keep up with daily diaries (suspense).

· Respond to carrier e-mail in timely manner.

· Complete performance objectives as directed by Personal Insurance Department Manager.

· Perform other specific duties and projects as directed by Personal Insurance Department Manager.

Personal Characteristics: · Strong written, oral and listening communication skills.

· Self-starter with a sense of urgency.

· Able to respond positively to challenges and pressure.

· A detail oriented problem solver.

· Team player.

· Excellent Computer skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

Other duties may be assigned or requested by management including special projects.

Service the needs of our insureds with professionalism, positive attitude, and promptness.

Review assignments for the book of business.

Coordinate internal processing on assigned accounts, which includes: daily mail, ordering of renewal or new coverages, invoicing, company and/or client correspondence, suspense and follow-up, computer information input and client and/or policy information update.

Check policies, endorsements, audits, and other policy documents for accuracy.

SUPERVISORY RESPONSIBILITIES Oversee functions performed by Assistant Service Representative/ Agent.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE High School diploma, AA or college degree preferred.

Preferably three to five years in company or agency underwriting with at least three of those years in personal lines.

Brokerage experience preferred.

Computer literacy required.

LANGUAGE SKILLS Good written and oral communication skills required.

MATHEMATICAL SKILLS Above average mathematical skills.

REASONING ABILITY Excellent analytical, negotiating, and organizational skills.

Technical expertise in Property, Umbrella, and specialty coverages.

CERTIFICATES, LICENSES, REGISTRATIONS Property/Casualty License requiredContinuing education as required by California State law.Pursuit of insurance technical education: CIC, AAI and or CPCU/CLU, ARM, CISR, ACSR, AICS, etc. PHYSICAL DEMANDS This position may require stooping, lifting (maximum 10lbs.). The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT Active professional office environment.

Requires ability to work well with others.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL JOB REQUIREMENTS ALL POSITIONS: Communicate in English, in person, via telephone, with customers and fellow employees, also via fax, and e-mail, at a level that allows successful performance of essential job functions, as related to safety procedures and essential job functions, during the work day. Regular and reliable attendance.

Comprehend and follow instructions; maintain attention and concentration for necessary periods; apply common sense and understanding and carry out instructions (written, oral, or diagrammatic); adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.

Consistently relate to other people beyond giving and receiving instructions; interact with co-workers or peers without exhibiting behavioral extremes; respond appropriately to constructive criticism from a supervisor; understand the meaning of words and use them effectively; perform work activities requiring speaking with or instructing others.

Works effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner, listening to and objectively considering ideas and suggestions from others.

Keeps commitments, keeps other informed of work progress, timetables and issues, addresses problems and issues constructively to find mutually acceptable and practical business solutions.

Uses good judgment, at all times.

Perform repetitive tasks; ask questions or request assistance when needed, perform routine duties and work procedures; make decisions based on data.

Perform varied tasks; synthesize, coordinate, and analyze data; perform job requiring precise attainment of set limits, tolerances, or standards.

Maintain work pace appropriate to general work load; perform activities on schedule, maintain regular attendance/punctuality within specified tolerances; complete normal workday and/or week; perform at a consistent pace without excessive rest periods.

Ability to: evaluate and make decisions, recognize potential hazards and observe appropriate precautions, understand and remember detailed instructions.

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