Customer Service Representative
Customer Service Representative
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
PRIMARY ROLE
Daytoday maintenance of Commercial Accounts and support to AccountManagers.Including but not limited to:
- Processing of endorsements
- Distribution of policy documents
- Processing of any renewals as assigned
- Overall support to Account Manager
- Supports and incorporates company mission and core values into daily activities
- Works as a team member to achieve department goals and overall company goals
- Consistently reports to work on time and prepared to preform duties of position
QUALIFICATIONS & EDUCATION
Appropriate state license(s). Minimum 3 years insurance brokerage orequivalent experience. Completion of insurance designation (s) preferred.
- Twoyear associate college degree required; fouryear college degree preferred
- Knowledge of all lines of commercial insurance
- Thorough knowledge of brokerage operations includingprocedures commercial lines endorsement processing agency managementsystem and applicable insurance laws/codes
- Experience and expertise in operating in electronic environment; excellent
- automation skills including MIS Outlook Word Excel document managementsoftware carrier proprietary systems and phone systems
- Familiarity with risk assessment and risk managementtechniques
- Excellent time management organizational and verbal and writtencommunication skills
- High degree of selfmotivation and selfdirection
- Possesses a supportive and responsive manner with internal and external customers
- Has the ability to perform multiple tasks in complex working environment accurately and efficiently
DUTIES
- Support Account Managers through servicing of existing customers
- Receive Review and Process policy change requests as received
- Receive Review and Process any renewals as assigned
- Maintain MIS client files and ensure proper documentation by processing allpolicies endorsement changes invoices certificates of insurancedocumentation activities etc. according to agency procedures and withinagency timelines as assigned
- Respond to client inquiries incoming email mail and company requests inaccordance with agency guidelines
- Review all items to be processed to insure items were received as ordered.
- Prepare billing following agencys credit and collections policies
- Participate in courses for insurance/sales skills. Maintain current knowledge ofunderwriting requirements of carriers. Keep current with industry trends byreading appropriate journals and company bulletins
- Participate in any special projects at managements request
- All additional duties as assigned
Required Experience:
Unclear Seniority
Employment Type
Full-Time
