Account Service Representative, P&C
About The Position
The Account Service Representative is an integral part of Gibson’s Commercial Risk Management (CRM) Practice. This individual is responsible for creating an excellent internal experience and supporting the client experience by performing maintaining the agency management database and handling administrative tasks as directed. In this role, you will contribute to the team by: · Providing quality service through completion of account-related tasks. · Following-up on outstanding policy and policy-related documents. Ensuring all contingencies are cleared in order to receive documents and working with client service team to clear open contingencies. · Issuing certificates and proofs of insurance as requested. Confirming coverage needs or coverage gaps with client service team. Communicating as appropriate with client, service team, and carrier. · Assisting service team in processing questions related to policy and endorsement processing. · Ensuring accuracy of carrier documents · Conducting research within file documentation · Thoroughly documenting tasks and relevant interactions in our agency management system · Informing client service team of developments or roadblocks in completion of duties. · Performing other duties and special projects as assigned. · Acting as a backup to team personnel as needed. · Maintaining positive attitude; responding promptly; and ensuring high-quality Gibson Experience. · Maintaining confidential information.
Requirements
- High school diploma or equivalent
- Current Property & Casualty license, or the ability to attain within the first 60 days of employment
- 1+ year working in a client service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry is preferred
Responsibilities
- Providing quality service through completion of account-related tasks.
- Following-up on outstanding policy and policy-related documents.
- Ensuring all contingencies are cleared in order to receive documents and working with client service team to clear open contingencies.
- Issuing certificates and proofs of insurance as requested.
- Confirming coverage needs or coverage gaps with client service team.
- Communicating as appropriate with client, service team, and carrier.
- Assisting service team in processing questions related to policy and endorsement processing.
- Ensuring accuracy of carrier documents
- Conducting research within file documentation
- Thoroughly documenting tasks and relevant interactions in our agency management system
- Informing client service team of developments or roadblocks in completion of duties.
- Performing other duties and special projects as assigned.
- Acting as a backup to team personnel as needed.
- Maintaining positive attitude; responding promptly; and ensuring high-quality Gibson Experience.
- Maintaining confidential information.
Benefits
- Comprehensive benefit offering available to chose from
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
