Job Title: Public Entity/FirePak Customer Service Agent
Location: Hybrid (On-site or Remote)
Hours: Monday-Friday: 8:00 – 5:00
Company Overview:
Ridgeview Insurance, a subsidiary of Schwarz Insurance that partners directly with agents throughout Wisconsin to provide specialized insurance for Municipalities, Fire Departments, and EMS Departments. As a key member of our team, the Customer Service Agent (CSA) will collaborate closely with the State Director, carrier representatives, and brokers. The CSA will serve as the primary liaison between the carrier and the broker, fostering and maintaining strong, positive relationships with all parties.
Job Purpose:
The Customer Service Agent (CSA) will play a vital role in supporting our clients and brokers, ensuring effective communication between all parties involved. This position requires a dynamic individual who thrives in a fast-paced environment and is committed to delivering exceptional service and support to our clients.
Key Responsibilities:
- Coordinate and facilitate communication between clients/brokers and the insurance carrier.
- Provide general support to the State Director as needed.
- Establish and maintain strong relationships with underwriters to optimize service to clients and brokers.
- Provide clients and brokers with detailed information regarding insurance policies, products, and services.
- Review, evaluate, and process new and existing policies, policy changes, and cancellations.
- Prepare and review quotes and proposals for clients.
- Invoice new, renewal, and updated policies in a timely manner.
- Communicate policy changes or adjustments with the carrier and/or clients/brokers.
- Report claims to carriers and ensure proper follow-up until resolution.
- Maintain accurate data entry in the agency management system.
- Research and resolve client/broker inquiries or forward them to the appropriate department for resolution.
- Maintain thorough documentation of phone calls, correspondence, and client interactions in the agency management system.
- Address any issues related to client/broker information, ensuring accuracy and completeness.
Qualifications:
- Associates Degree in Business, or a related field, or equivalent work experience is preferred.
- A valid Wisconsin Property & Casualty Insurance and Life, Health & Accident Insurance license, or the ability to obtain one within the first 3 months of employment.
- Strong problem-solving and critical thinking abilities.
- Highly detail-oriented with a focus on accuracy and completeness.
- Excellent verbal and written communication skills.
- Ability to multitask and adapt to changing priorities.
- Self-directed, motivated, and able to work independently.
- A professional, positive demeanor in all interactions.
- Proficiency with Microsoft Outlook, Word, and Excel.
- Experience with insurance operating systems, especially Applied Epic.
- Commercial Insurance Experience.
Compensation & Benefits:
- Comprehensive benefits package, including:
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Paid Time Off
- Paid Holidays
- Casual Work Environment
If you are a dedicated, detail-oriented individual with a passion for customer service and a drive to work in the insurance industry, we encourage you to apply and join our growing team at Ridgeview Insurance!
All applicants should send a resume to Ashley Schulenburg by April 1st for consideration.
Email: Ashley.schulenburg@schwarzins.com
Physical Mail:
Schwarz Insurance Agency
Attn: Ashley Schulenburg
1420 North Ridge Dr.
Prairie du Sac, WI 53578