Commercial Lines Specialist - FULL TIME
Capital Insurance Agency
Job DescriptionWe are seeking a full-time Commercial Lines Specialist to join our successful family owned and operated independent insurance agency in Brookfield, Wisconsin. The Commercial Lines Specialist will work directly with in-house producers to assist in managing a commercial lines book of business through client education of policy coverages, billings, changes, and other needs. Essential Duties and Responsibilities: • Review policies and coverage for accuracy and facilitate corrections as needed between client and insurance carriers. • Complete and prepare binders, certificates, evidence of insurance, and other related items. • Process cancellation requests, endorsements, and health insurance applications. • Respond promptly and appropriately to incoming phone calls, emails, mail requests, and other client and carrier communications. • Complete coverage reviews annually or as needed. • Perform other duties as assigned.
Job Requirements• High school diploma or equivalent • Carries Wisconsin Property and Casualty Insurance License • Proficient in Microsoft Office Suite • Prior experience working in professional business setting, insurance setting preferred • Experience with Hawksoft Management System preferred • Excellent communication skills including phone etiquette, verbal, written, and interpersonal skills • High level of customer service skills and dedication to producing high quality of work • Ability to multi-task, organize, and prioritize work
Contact NotesPlease submit your resume to Mary Byington
- Phone: 262-781-8080