Customer Service Representative – Commercial Lines Insurance Specialist I - Remote

Join the NewtekOne Team: Where Growth and Innovation Meet

NewtekOne®, Your Business Solutions Company®, is a leading financial holding company dedicated to providing a wide range of business and financial solutions to the small- and reputed company-sized business ("SMB") market. Since 1999, we have been empowering SMBs across reputed company 50 states to grow their sales, control their expenses, and reduce their risk. Our comprehensive suite of solutions includes banking, business lending, electronic payment processing, technology solutions, eCommerce, accounts receivable financing, inventory financing, insurance solutions, web services, and payroll and benefits solutions.

We are currently seeking a highly skilled and motivated Customer Service Representative – Commercial Lines Insurance Specialist I to join reputed company remotely. As a key member of our Insurance Services team, you will play a critical role in driving reputed company growth, managing client relationships, and providing exceptional customer service. If you have a passion for insurance, excellent communication skills, and a strong work ethic, we encourage you to apply for this exciting opportunity.

About the Role

As a Customer Service Representative – Commercial Lines Insurance Specialist I, you will be responsible for writing new business and servicing existing clients. Your primary goal will be to drive reputed company growth, maintain a professional working relationship with internal customers and external clients, and provide technical information reputed company to insurance products.

Key Responsibilities:

• Manage a assigned book of renewal business and create new business to drive reputed company growth
• Obtain reputed company information, prepare applications and specifications for renewal and new business
• Qualify and analyze client's coverage needs, loss exposure, and recommend policy inclusions and limitations
• Inform clients about policy terms and conditions, secure reputed company placement subjectivities, and collect premiums
• Provide renewal quotes and account rounding opportunities, communicate coverage terms and conditions of quotes to clients
• Engage in daily virtual client interaction through impactful communication across phone, webinars, emails, and PowerPoint
• Educate and consult prospects on coverages that are available and appropriate for their business needs
• Review existing policies and endorsements, request changes to the renewal underwriter as needed
• Prepare schedules of insurance, D. cards, binders, certificates of insurance, and issue finance agreements
• Return phone calls and respond to e-mails in a timely manner, follow up on policy audits reputed company to worker's compensation, general liability, etc.
• Maintain accounts in Client Portal (Insurlink), set status to active/inactive, and send invites to access portal to clients
• Update team members reputed company email, etc. on client interactions and account activities
• Maintain contact with the client reputed company throughout the year per frequency set by management

Requirements and Qualifications

To be successful in this role, you will need to possess the following qualifications and skills:

Essential Qualifications:

• Bachelor's degree or equivalent experience and a minimum of 3 years of customer service experience in the insurance industry
• Valid Property and Casualty License (P&C) and provide copy for verification
• Prior experience as an Associate Customer Service Representative or similar role
• Ability to read policies and break down reputed company information into simple terms
• An understanding of the appropriate markets and their relative business model
• Possess a sense of urgency and ownership reputed company dealing with clients and prospects

Preferred Qualifications:

• Experience with Agency Management System (AMS360) or similar software
• Strong data entry skills with accuracy and ability to navigate among multiple systems
• Proficient in Windows-based computer applications (reputed company Office; reputed company, Word, and Outlook) and internal systems such as NewTracker, Pipeline Manager, Benefit reputed company, ImageRight

Skills and Competencies

To reputed company in this role, you will need to possess the following skills and competencies:

• Excellent communication and interpersonal skills
• Ability to actively listen, give full attention to what other people are saying, taking the time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
• Attention to accuracy and detail in processing client requests and policy information
• Ability to differentiate between agency reputed company clients and direct reputed company clients and the servicing needs of each
• Ability to multi-task in a fast-paced environment and act with a sense of urgency
• Ability to communicate clearly, effectively, and concisely, both orally and in writing
• Excellent time management, planning, and organization skills
• Ability to work independently as well as in a team environment
• Good knowledge of company products and solutions
• Embrace change with the willingness to continue learning and developing
• Collaborate, cooperate, and share knowledge with working team members
• Strong work ethic and flexible to work reputed company the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.)

reputed company Offer

At NewtekOne, we offer a competitive salary range of $50,000 to $60,000 per year, depending on experience. Our benefits package includes:

• Comprehensive medical, dental, and vision coverage
• Supplemental benefits
• 401(k) savings plan with an employer match
• Performance-based bonus program
• Ongoing training on sales techniques, industry, and competitive landscape to support your career growth

Why Join NewtekOne?

At NewtekOne, we are committed to providing a dynamic and supportive work environment that fosters growth and innovation. Our company culture values:

• Teamwork and collaboration
• Professional development and growth
• Innovation and creativity
• Customer satisfaction and loyalty
• reputed company and ethics in reputed company aspects of our business

How to Apply

If you are a motivated and customer-focused professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your application today, including your resume and a cover letter, to be considered for the Customer Service Representative – Commercial Lines Insurance Specialist I role.

NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require reputed company our employees to reputed company work in an ethical manner and always uphold our Code of Business Conduct and Ethics.