Client Services Representative - Commercial Lines

IMA Financial Group, INC•Saint Petersburg, FL

38d•Onsite

About The Position

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 2 to 3 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position. JOB DUTIES: Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations. Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations. Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures. Process incoming mail in your electronic inbox. Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage. Process endorsement requests and endorsements and send follow up requests to carriers. Input transactions in billing system to generate invoices. Process confirmed cancellations and audits as well as reinstatements. Input and update Acord applications in system as directed. Assist with policy rating and process changes on carrier websites. Retrieve and process documents from carrier websites. Check carrier communication logs and process as needed. Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal. Prepare policy books for large clients. Handle routine correspondence between carriers, agency, and insureds. Input and follow up on system activities as directed. Assist with data entry projects. Provide customers service to clients as directed and fill-in for Client Service Manager as needed. Seek advice from Client Service Manager when problems arise on accounts. Perform special projects at the Client Service Manager's request. Be available to assist services department with phones and mail if needed. Assist in the training and growth of newer and less experienced team members. Actively pursue referral opportunities to other departments. Maintain electronic and/or paper files in an orderly, up-to-date manner. Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary. Be familiar with and follow Agency guidelines, policies and procedures. This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

Requirements

Florida 4-40 or 2-20 License Required
High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
Experience dealing with multiple insurance carriers
Knowledge of Applied "EPIC" Agency Management System beneficial
Proficient with Microsoft Word & Excel
Strong written & oral communication skills
Organizational & time management skills
Dependable
Team Player

Responsibilities

Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
Process incoming mail in your electronic inbox.
Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
Process endorsement requests and endorsements and send follow up requests to carriers.
Input transactions in billing system to generate invoices.
Process confirmed cancellations and audits as well as reinstatements.
Input and update Acord applications in system as directed.
Assist with policy rating and process changes on carrier websites.
Retrieve and process documents from carrier websites.
Check carrier communication logs and process as needed.
Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
Prepare policy books for large clients.
Handle routine correspondence between carriers, agency, and insureds.
Input and follow up on system activities as directed.
Assist with data entry projects.
Provide customers service to clients as directed and fill-in for Client Service Manager as needed.
Seek advice from Client Service Manager when problems arise on accounts.
Perform special projects at the Client Service Manager's request.
Be available to assist services department with phones and mail if needed.
Assist in the training and growth of newer and less experienced team members.
Actively pursue referral opportunities to other departments.
Maintain electronic and/or paper files in an orderly, up-to-date manner.
Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
Be familiar with and follow Agency guidelines, policies and procedures.