Contact Us: (715) 387-0002​ | Toll Free: (800) 261-8999​
Burns Insurance Agency LLC
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      • Auto Insurance Quote
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    • Home Quotes >
      • Home Insurance Quote
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      • Landlords Insurance Quote
      • Renters Insurance Quote
    • Business Quotes >
      • Business Insurance Quote
      • Insurance Bond Quote
      • Workers Compensation Quote
    • Life & Financial Quotes >
      • Life Insurance Quote
      • Annuity Quotes
      • Final Expense Insurance Quote
      • Group Benefits Insurance Quote
      • Long Term Care Insurance Quote
    • Health Quotes >
      • Group Health Insurance Quote
      • Individual Health Insurance Quote
      • Dental Insurance Quote
      • Disability Insurance Quote
      • Medicare Supplement Coverage Quote
      • Vision Insurance Quote
    • Other Quotes >
      • Boat Insurance Quote
      • Event Insurance Quote
      • Umbrella Insurance Quote
    • Farm/Ag Quotes >
      • Farm Insurance Quote
      • Dairy Revenue Protection Quote
      • Crop Insurance Quote
  • Claims & Service
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Contact My Carrier
    • Helpful Links
    • Request a Certificate
    • Free Consultation
  • About
    • Staff Directory
    • FAQ
    • Careers >
      • Open Positions >
        • Commercial Lines Customer Service Agent
        • Commercial/AG Producer
        • Personal Lines Customer Service Agent
    • Client Testimonials
    • Insurance Carriers
    • Agency Photo Gallery
    • Accessibility Statement
    • Blog
    • News
  • Refer a Friend
  • Contact

Commercial Lines Customer Service Agent

Application Form

Summary

Commitment to service and maintaining existing accounts while empowered to uncover opportunities for increasing business.

Responsibilities

  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Burns Insurance colleagues.
  • Be primary point of contact for all incoming service calls.
  • Process quotations, binders, certificates of insurance, new business, renewals, cancellations, endorsements, and first report of claims as needed.
  • Maintain complete and accurate files and input necessary data on the company’s agency management system.
  • Provide support to our Sales staff in obtaining, maintaining, and expanding business.
  • May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
  • Develops new business from existing accounts and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
  • Execute daily job responsibilities, including responding to voice mail, email and client inquiries in a timely manner.
  • Maintain service standards as outlined in the procedure manual.

Knowledge and Skillset

  • Client focused.
  • Superior customer service.
  • Capable problem-solving skills.
  • Superb communication skills.
  • Computer savvy – Microsoft products.
  • Collaboration skills.
  • Takes initiative and exhibits self-motivation.
  • Attentiveness and active listening skills.
  • Time management skills.
  • Ability to multitask
  • Goal-oriented.

Qualifications

  • High School diploma or equivalent.
  • Hold Wisconsin insurance license or secure within first 90 days of employment.
Application Form

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Burns Insurance Agency LLC​
500 S Central Ave
Marshfield, WI 54449
(715) 387-0002
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