Personal Lines Customer Service Representative

Job Description

Job Description

About Us

Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique. The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide : life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity – Loman-Ray Insurance Group, LLC.

Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals.

Personal Lines Customer Service Representative

Position Summary :

The Personal Lines Customer Service Representative is responsible for servicing and growing an assigned book of business, with the expectation of maintaining a working knowledge of existing accounts and developing additional lines. This role involves responding to client and carrier inquiries, processing new and renewal business, supporting claims, quoting, billing, and account rounding. The position requires strong client service, communication, and sales capabilities.

Key Responsibilities :

Customer Service & Account Management

• Meet with clients in-office or off-site when appropriate
• Screen and qualify walk-in and phone-in prospects
• Set up, organize, and maintain client files
• Collect necessary data from the insureds
• Complete and process applications, endorsements, and other policy-related documents
• Process certificates, notary requests, and other documentation
• Market new or renewal business within agency guidelines
• Maintain expiration lists and monitor renewals
• Rate and review policies for accuracy
• Arrange financing for new and renewal business
• Collect premiums on new accounts
• Input, update, and retrieve information in the agency management system
• Coordinate with clients, carriers, markets, and internal departments
• Handle client and carrier correspondence in accordance with agency standards
• Participate in training and support for other departments as needed
• Perform any other assigned duties or special projects

Claims Support

Qualifications :

Physical Requirements :

Office Location : 508 North Front Street, Okawville, IL 62271

Hours : Monday-Friday, 8 : 30am-4 : 30pm

Benefits :

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.