Personal Lines Customer Service Representative at Hilb Group: 100% Remote (US)

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Title: Personal Lines Customer Service Representative

Location: REMOTE

Job Description:

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious ­­­­­Personal Lines CSR to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.

Responsibilities:

  • Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
  • Binding, filng/data entry
  • Order policies and request endorsements from the company as required
  • Policy verification assistance
  • Updating Certificates of Insurance
  • Requesting Loss Runs
  • Provides solutions and resolves issues for clients in a timely and effective manner
  • Order renewal, expiration lists as needed and review lists to determine appropriate actions
  • Type proposals for producers to give to clients and maintain client files
  • Enter client information into agency management system
  • Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application
  • Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance


Qualifications:

  • Education: High School or higher
  • Proficient data entry skills.
  • Must be organized and have good time management skills
  • Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
  • Must be detail oriented with a strong attention to detail
  • Excellent verbal and written communication skills required
  • Must be able to work in a fast-paced environment and be a self-starter


Benefits:

  • Company Paid Life Insurance, Long-Term and Short-Term Disability.
  • Medical, Dental, Vision and FSA/HSA plans.
  • 401(k) with company match.
  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
  • Generous PTO.
  • An awesome team of professionals!

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...