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 medium-sized business ("SMB") market. Since 1999, we have been empowering SMBs across all 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 our team remotely. As a key member of our Insurance Services team, you will play a critical role in driving revenue 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 revenue growth, maintain a professional working relationship with internal customers and external clients, and provide technical information related to insurance products.
Key Responsibilities:
- Manage a assigned book of renewal business and create new business to drive revenue growth
- Obtain underwriting 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 all 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 related 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 via email, etc. on client interactions and account activities
- Maintain contact with the client base 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 complex information into simple terms
- An understanding of the appropriate markets and their relative business model
- Possess a sense of urgency and ownership when 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 (Microsoft Office; Excel, Word, and Outlook) and internal systems such as NewTracker, Pipeline Manager, Benefit Point, ImageRight
Skills and Competencies
To excel 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 bill clients and direct bill 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 within the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.)
What We 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
- Integrity and ethics in all 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 all our employees to perform work in an ethical manner and always uphold our Code of Business Conduct and Ethics.
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