Customer Service Representative

PRIMARY ROLE                

Day-to-day maintenance of Commercial Accounts and support to Account Managers. 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 or equivalent experience.  Completion of insurance designation (s) preferred.  

• Two-year associate college degree required; four-year college degree preferred
• Knowledge of all lines of commercial insurance 
• Thorough knowledge of brokerage operations including procedures, commercial lines endorsement processing, agency management system, and  applicable insurance laws/codes 
• Experience and expertise in operating in electronic environment; excellent
• automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems 
• Familiarity with risk assessment and risk management techniques
• Excellent time management, organizational and verbal and written communication skills
•  High degree of self-motivation and self-direction 
• 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 all policies, endorsement changes, invoices, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines as assigned
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to insure items were received as ordered. 
• Prepare billing following agency’s credit and collections policies
• Participate in courses for insurance/sales skills.  Maintain current knowledge of underwriting requirements of carriers.  Keep current with industry trends by reading appropriate journals and company bulletins
• Participate in any special projects at management’s request
• All additional duties as assigned