CSR Personal Lines

Westfield is a great place to work for many reasons. You could be one of them.

Westfield Services Inc. is a specialty insurance agency and services firm headquartered in Columbus, Ohio. We are wholly owned by Westfield Group in Westfield Center, Ohio, although we operate independently of our parent company.

You will be challenged. Rewarded. And valued for your unique experience, background and perspective.
Join a team where hard work pays off and original thinking is celebrated. As you build your future at Westfield, you will quickly learn that protecting our customer’s future is at the heart of what we do. We deliver on our promise to help restore lives and rebuild businesses when the unexpected happens. Building relationships has been a part of our culture since 1848. 

Be a part of a team that recognizes and appreciates those who take initiative, seek opportunity and strive for innovation in a changing world.

Customer Service Representative (CSR) – Personal Lines (PL) Job Summary

• Annual Salary:  $34,355 - $39,508 - $44,662

The CSR-PL, working under direct supervision, provides agent, marketing, and management support of Personal Lines programs for Specialty Brokerage Services. Support may include: answering questions; providing information, direction, quoting, and/or advice; and other customer service related tasks. 

Essential Functions (primary functions and/or reasons the job exists in order of importance)

1. Working under direct supervision, provides agent, marketing, and management support of Personal Lines programs.

2. Answers agent questions via telephone, email, or other communication systems. Provides information, direction, and advice on Personal Lines products.

3. Provides quality customer service to agents in the day-to-day servicing of new/renewal business. This may include the handling of a renewal book as assigned.

4. Provides clerical/ quoting and other support to Specialty Brokerage Services employees/producers.

5. Processes incoming and outgoing correspondence including, applications, quotes, policies, endorsements, and brokerage agreements utilizing standard office equipment and procedures.

6. Maintains an operating knowledge of specific carrier coverage forms, automation systems, eligibility requirements, and program details.

7. Binds and invoices business on a timely basis for applicable accounts.

8. Maintains customer service standards as defined by procedure manuals, process documents, or direction from SBS leadership.

9. Documents activity in our Agency Management system.

10. Prepares correspondence and various management reports using word processing and agency software. 

Desired Qualifications/Experience/Certification/Education (in order of importance)

1. One year of experience answering customer inquiries via telephone, email or in person.

2. One year of work experience with public interactions.

3. Ability to obtain and maintain a valid Property-Casualty Insurance License within 90 days of employment.

4. Strong Customer Service skills and/or orientation.

5. Demonstrated strong oral, written, and interpersonal communication skills.

6. Demonstrated understanding of general business flows, procedures, and systems required.

7. Demonstrated experience with word processing, spreadsheet, and other standard office automation software packages (e.g. Microsoft Word, Excel).

8. Demonstrated experience in performing general office support functions.

9. Proven ability to handle confidential information.

10. High School diploma, GED, or commensurate experience.

Physical Requirements (specific to the role) 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

* Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time).

* Ability to hear and speak clearly in order to communicate via telephone for majority of the workday.

* Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.

* Ability to read a standard type document.

* Ability to physically and accurately file.

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Westfield offers a Total Rewards program that focuses on compensation, benefits, and wellness and includes perks like 401(k), pension plan, annual incentive, education reimbursement, flex-time, onsite fitness center and casual dress. Work-life balance, recognition, and learning and career development are all part of a rewarding career with Westfield.

To learn more about Westfield Services and the opportunities available, please visit us at westfieldservices.com.

We are an equal opportunity employer/minority/female/disability/protected veteran.