Commercial CSR
Commercial CSR
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Job Description
Job Description
Job Posting: Commercial Lines Customer Service Representative (CSR)
Location:Wayne PA (Hybrid Work Flexibility Available)
Job Type:Fulltime
About Us:
At R:SK Advisory we prioritize a positive welcoming flexible and growthoriented workplace. Our business clients represent a variety of industries that share a common need for an outsourced risk & insurance team who intimately understands their risk management strengths opportunities and areas for improvement. Some of the industries that we serve include building materials manufacturing real estate country clubs restaurants summer camps swim schools hedge funds various technologydriven organizations professional services etc. Our team is growing and were looking for aproactive and techsavvy Commercial Lines Customer Service Representative (CSR). If you have a passion for providing risk management and insurance support services as part of a sophisticated and growing firm then wed love to meet you!
Position Overview:
As a Commercial Lines CSR you will assist with various small to midsized Commercial Accounts. This position is perfect for ageneralistwith a wellrounded understanding of commercial lines insurance. It does not focus heavily on construction or contractor accounts.
You will assist our clients with certificate of insurance and auto ID card requests. Internally you will assist Account Managers with policy change requests maintaining and updating the Agency Management System (EPIC) assist with timely delivery of renewal worksheets and applications.
We are looking for aproactive CSRwho is comfortable incorporating technology into their work to streamline processes and provide the best possible service. Youll have the opportunity to use modern tools and software to better manage your accounts and improve efficiency.
We offerhybrid work flexibility allowing you to balance time working remotely with time in the office providing both flexibility and structure.
Key Responsibilities:
- Serve as a point of contact for service requests for Certificates Auto ID cards Billing inquiries.
- Process Binders Invoices Finance Agreements Certificates and Auto ID cards for commercial lines clients.
- Follow up and confirm receipt of Carrier downloaded policies endorsements and audits.
- Obtain loss runs from Carrier websites as needed and upon request from Clients.
- Work closely with insurance carriers to resolve any outstanding endorsements or billing issues or cancellations.
- Maintain and update client files and records in the agency management system.
- Collaborate with Account Managers Producers and other team members to provide seamless service to clients.
- Stay current with industry trends product offerings and coverage options.
Qualifications:
- High school diploma or equivalent; a college degree is a plus.
- Commercial Lines Insurance experience 2 years preferred).
- Proficiency with EPIC/Applied.
- Strong knowledge of commercial insurance products including property and liability coverage.
- State Insurance License.
- Comfort with technology including experience with agency management software and Microsoft Office (Experience with name of software if applicable is a plus).
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Employment Type
Full-Time
