Introduction to Blithequark
At blithequark, we're committed to providing innovative business and financial solutions to the small- and medium-sized business market. As a leading financial holding company, we've been helping businesses grow their sales, control their expenses, and reduce their risk since 1999. Our comprehensive range of products and services includes banking, business lending, electronic payment processing, technology solutions, eCommerce, accounts receivable financing, insurance solutions, web services, and payroll and benefits solutions. We're passionate about delivering exceptional customer service and building long-term relationships with our clients.
Job Overview
We're seeking an experienced and skilled Customer Service Representative – Commercial Lines Insurance Specialist I to join our team at blithequark. As a key member of our insurance services team, you'll be responsible for writing new business and servicing existing clients, managing multiple tasks, and gathering and communicating technical information related to insurance. If you have a strong background in customer service, excellent communication skills, and a passion for the insurance industry, we encourage you to apply for this exciting opportunity.
Key Responsibilities
As a Customer Service Representative – Commercial Lines Insurance Specialist I at blithequark, your key responsibilities will include:
- Managing a assigned book of renewal business and creating new business to drive revenue growth
- Obtaining underwriting information, preparing applications and specifications for renewal and new business
- Qualifying and analyzing clients' coverage needs, loss exposure, and recommending appropriate insurance solutions
- Informing clients about policy inclusions, limitations, and exclusions
- Securing all placement subjectivities by obtaining signed documentation and collecting premiums
- Providing renewal quotes and account rounding opportunities, communicating coverage terms and conditions of quotes to clients
- Engaging in daily virtual client interaction through impactful communication across phone, webinars, emails, and PowerPoint presentations
- Educating and consulting prospects on coverages that are available and appropriate for their business needs
- Reviewing existing policies and endorsements, requesting changes to the renewal underwriter as needed
- Preparing schedules of insurance, certificates of insurance, and issuing finance agreements
- Returning phone calls and responding to emails in a timely manner, following up on policy audits related to worker's compensation, general liability, and other areas
- Maintaining accounts in our Client Portal, setting status to active/inactive, and sending invites to access the portal to clients
- Maintaining contact with the client base throughout the year, per frequency set by management
Essential Qualifications
To be successful in this role, you'll need:
- A Bachelor's degree or equivalent experience, with a minimum of 3 years of customer service experience in the insurance industry
- A valid Property and Casualty License (P&C) and the ability to provide a copy for verification
- Prior experience as an Associate Customer Service Representative or similar role
- Ability to read and understand insurance policies, breaking down complex information into simple terms
- An understanding of the appropriate markets and their relative business models
- Possessing a sense of urgency and ownership when dealing with clients and prospects
- Excellent communication and interpersonal skills, with the ability to actively listen and respond to clients' needs
- Attention to accuracy and detail in processing and maintaining client information
- Ability to differentiate between agency bill clients and direct bill clients, and the servicing needs of each
- Ability to multi-task in a fast-paced environment, acting with a sense of urgency and prioritizing tasks effectively
Preferred Qualifications
While not essential, the following qualifications are preferred:
- Experience with Agency Management System, specifically AMS360
- Strong data entry skills, with accuracy and the ability to navigate among multiple systems
- Proficiency in Windows-based computer applications, including Microsoft Office (Excel, Word, and Outlook) and internal systems such as NewTracker, Pipeline Manager, Benefit Point, and ImageRight
- Knowledge of company products and solutions, with the ability to educate and consult clients on available coverages
- Embracing change, with a willingness to continue learning and developing new skills
- Collaborative and cooperative approach, with the ability to share knowledge and work effectively with colleagues
- Strong work ethic, with flexibility to work within the designated work schedule as business needs change (i.e., late nights, weekends, holidays)
Career Growth Opportunities and Learning Benefits
At blithequark, we're committed to supporting the career growth and development of our employees. As a Customer Service Representative – Commercial Lines Insurance Specialist I, you'll have access to:
- Ongoing training on sales techniques, industry trends, and competitive landscape
- Performance-based bonus program, recognizing and rewarding your results
- Excellent comprehensive benefits package, including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match
- Opportunities for professional growth and advancement within the company
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer service
Work Environment and Company Culture
At blithequark, we pride ourselves on our positive and inclusive company culture. As a remote employee, you'll be part of a virtual team that values collaboration, open communication, and mutual respect. We're committed to creating a work environment that is engaging, challenging, and rewarding, with opportunities for growth and development.
Compensation, Perks, and Benefits
The salary range for this position is $50,000 to $60,000 per year, depending on experience and qualifications. In addition to a competitive salary, you'll also be eligible for a performance-based bonus program, excellent comprehensive benefits, and ongoing training and development opportunities.
Conclusion
If you're a motivated and experienced customer service professional looking for a new challenge, we encourage you to apply for this exciting opportunity at blithequark. As a Customer Service Representative – Commercial Lines Insurance Specialist I, you'll be part of a dynamic team that is passionate about delivering exceptional customer service and building long-term relationships with our clients. Don't miss out on this opportunity to grow your career and join a leading business solutions company – apply today!
Apply Now