Commercial Lines Customer Service Representative

Medford, OR - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Commercial Lines Customer Service Representative (CSR) (AKA Account Manager)

Reports To: Operations Manager

Location- Medford NJ

Job Description: The Customer Service Representative is responsible for the prompt efficient and effective processing and management of producers and customers requests for quotes renewals endorsements claims audits new business and for addressing other policy and customer information.

Job Functions:

Quotes The CSR in partnership with the producer gathers and evaluates sufficient information to market/

re-market and quote new business additional lines and renewal policies on behalf of agency prospects and customers within the guideline time periods defined by agency management (further time frame details TBD).

Renewals The CSR receives reviews and processes renewals on a timely basis (time frames to be defined) which includes holding renewal review meetings with the producer(s) on at least a monthly schedule.
Policy Changes/Endorsements The CSR collects information from clients and/or the producer and processes policy changes in a timely manner as determined by agency timeline requirements utilizing a system for scheduled follow-up as needed to assure customer satisfaction and alerting the producer to unique situations.
Claims Recognizing that claims is the primary reason for clients insurance purchases the CSR will open manage and monitor claims as needed for the clients of the T.C. Irons Agency (with procedures and responsibilities varying at times from the Burlington office as compared to the other office locations).
Audits - The CSR will assist the client and the producer in resolving audits on a timely (TBD) basis.
New Business This core element of the CSRs job (which creates a sustainable revenue stream for the agency and its associates) involves coordinating actions among the client the carrier(s)/brokerage source(s) and the producer - so that the correct details are entered into the Agency Management System the policy is received promptly the delivery package is prepared for the producer the policy is mailed if personal delivery is not going to occur etc.
Other business duties as assigned by Operations Manager as needed to generate and sustain agency profitability.

Job Title: Commercial Lines Customer Service Representative (CSR) (AKA Account Manager) Reports To: Operations Manager Location- Medford NJ Job Description: The Customer Service Representative is responsible for the prompt efficient and effective processing and management of producers and customers ...

Job Title: Commercial Lines Customer Service Representative (CSR) (AKA Account Manager)

Reports To: Operations Manager

Location- Medford NJ

Job Functions:

Quotes The CSR in partnership with the producer gathers and evaluates sufficient information to market/

Renewals The CSR receives reviews and processes renewals on a timely basis (time frames to be defined) which includes holding renewal review meetings with the producer(s) on at least a monthly schedule.
Policy Changes/Endorsements The CSR collects information from clients and/or the producer and processes policy changes in a timely manner as determined by agency timeline requirements utilizing a system for scheduled follow-up as needed to assure customer satisfaction and alerting the producer to unique situations.
Claims Recognizing that claims is the primary reason for clients insurance purchases the CSR will open manage and monitor claims as needed for the clients of the T.C. Irons Agency (with procedures and responsibilities varying at times from the Burlington office as compared to the other office locations).
Audits - The CSR will assist the client and the producer in resolving audits on a timely (TBD) basis.
New Business This core element of the CSRs job (which creates a sustainable revenue stream for the agency and its associates) involves coordinating actions among the client the carrier(s)/brokerage source(s) and the producer - so that the correct details are entered into the Agency Management System the policy is received promptly the delivery package is prepared for the producer the policy is mailed if personal delivery is not going to occur etc.
Other business duties as assigned by Operations Manager as needed to generate and sustain agency profitability.