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Customer Service Representative- Commercial Lines

Company: Teachers Credit Union
Location: Mishawaka
Posted on: June 6, 2021

Job Description:

We are searching for an experienced Customer Service Representative- Commercial Lines.

Essential Function

Provide customer service on commercial accounts. Such servicing will include verbal and written communication with clients and carriers as well as working closely with production personnel. The ability to develop good working relationships is essential.

Primary Responsibilities & Duties

1. Responsible for completing classifying, rating and preparing comparisons of insurance products and product prices for clients.

2. Responsible for preparing renewal submissions; reviewing and invoicing policies; requesting changes

3. Responsible for answering clients questions about coverage, billing, etc.

4. Responsible for obtaining updated underwriting information from clients; preparing proposals.

5. Responsible for completing coverage analyses in accordance with TCU Agency underwriting guidelines.

6. Will perform additional duties as requested.

Specific Skills

Knowledge of insurance terminology

Ability to work well with others

Ability to deal with problems & resolve them in a timely fashion

Ability to adapt to change and learn quickly

Computer literacy (Windows environment, Word Processing)

Basic knowledge of business writing


Responsible for meeting the goals as set out in their Performance Management Objectives

Accountable for the proper processing of any cash or checks received.

Responsible for meeting established deadlines.

Accountable for the quality of customer service rendered

Responsible for the verification and documentation of existing insurance policies.

Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.

Minimum Requirement

H.S. diploma or GED

2 to 3 years experience in the insurance industry

Basic knowledge of accounting debits and credits

License for property & casualty required


Hourly Wage

0.0000 - 0.0000

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Keywords: Teachers Credit Union, Mishawaka , Customer Service Representative- Commercial Lines, Other , Mishawaka, Indiana

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