Customer Service Representative
About The Position
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Purpose : Assist with client services for new and existing accounts to achieve Agency sales goals and service standards Essential Duties and Responsibilities: Issue r enewal c ertificates along with daily certificate s requested. Issue within 24 hours of request, unless carrier approval . Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare exposure summaries when requested . Issu e Change Requests and Auto ID Cards using carrier website when applicable Bill and process endorsements within 5 days of receipt from Account Manager . Bill and process basic audits within the same timeframe . Maintain account files, overseeing that documents are attached in Imageright Review tasks on a regularly scheduled basis, re- scheduling or handling items as appropriate . Maintain knowledge of carrier underwriting criteria Check carrier issued policies for accuracy . Inform Account Manager of differences between final proposal, issued policy and AMS360 data. Prepare policy binder for client delivery or mailing. Utilize agency automation with a high level of knowledge and proficiency . Follow procedures as established in the Commercial Lines Procedure Manual. Keep Account Managers informed of real or potential problems. Pursue a program of personal and professional development. Competencies: Resilience- Steps up to tackle tough assignments. Drives Results – Consistently achieve results through meeting timeframes . Instills Trust– Gains the confidence & trust of others through honesty, integrity & authenticity . Customer Focused – Builds strong relationships and delivers customer centric solutions. Drives Engagement – Helps create a positive and engaging work environment. Cultivates Innovation – Creates new and better ways for internal processes. Attracts & Develops Talent – Refer top talent and set a positive example for potential new hires. Decision Quality – Make good and timely decisions that drive efficient workflows. Communicates Effectively – Delivers communications that convey a clear understanding of the unique needs of different audiences. Mentorship – Support the growth and development of others through teamwork and knowledge sharing.
Responsibilities
- Issue renewal certificates along with daily certificates requested.
- Issue within 24 hours of request, unless carrier approval.
- Order Loss Runs for upcoming renewals per the Account Managers requests.
- Prepare exposure summaries when requested.
- Issue Change Requests and Auto ID Cards using carrier website when applicable
- Bill and process endorsements within 5 days of receipt from Account Manager.
- Bill and process basic audits within the same timeframe.
- Maintain account files, overseeing that documents are attached in Imageright
- Review tasks on a regularly scheduled basis, re- scheduling or handling items as appropriate.
- Maintain knowledge of carrier underwriting criteria
- Check carrier issued policies for accuracy.
- Inform Account Manager of differences between final proposal, issued policy and AMS360 data.
- Prepare policy binder for client delivery or mailing.
- Utilize agency automation with a high level of knowledge and proficiency.
- Follow procedures as established in the Commercial Lines Procedure Manual.
- Keep Account Managers informed of real or potential problems.
- Pursue a program of personal and professional development.
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
