Customer Service Associate

Acrisure•Uniondale, NY

2d•Onsite

About The Position

The principal responsibilities of this position are to assist Brokers / Agents with product solutions and customer service issues, while maintaining client data files, supporting specific accounts with administrative, marketing and underwriting resources in working with selected insurance companies, as applicable.

Requirements

1 to 2 years desired in the insurance industry preferred
Experience with client accounts and policy administration and service
Proficient computer & phone skills.
Proficiency with Microsoft Office Suite (word, excel)

Responsibilities

Customer Response via Phone & Email – Inbound & Outbound
Process requests, changes, quoting and maintaining a book of business
Data Entry into Agency Management System with accuracy and attention to detail
Process communication, correspondence and materials related to policy changes, cancellation and reinstatements, certificates etc.
Processing, opening and distributing incoming and outgoing mail as necessary
Provide information to brokers and clients on available plan types and carriers
Outlook Utilization Tasking, follow-ups to complete assignments
Book of Business Analysis / Reporting / Data Management
Project Assignments
General Office duties
Liaison to Building Personnel, Conference Room / Supply Room, Vendor Maintenance