Customer Service Specialist

Bridge Specialty Group•Orlando, FL

3d•Onsite

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. Braishfield Associates, a division of Hull & Company, LLC, is a member of Bridge Specialty Group who is seeking a Customer Service Specialist to join our growing team in Orlando, FL. The Customer Service Specialist will review renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or reject applications.

Requirements

High School or equivalent education
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality

Nice To Haves

Associate’s Degree
Experience with excess and surplus lines underwriting agency or company a plus.

Responsibilities

Set up New and Renewal client records
Bind New and Renewal policies
Issue policies as necessary
Follow up for missing file documentation (loss runs, applications, etc.)
Review applications
Issue, Invoice and Process endorsement, cancellations, reinstatements and non-renewals
Order loss control reports, follow up for compliance of recs
Compliance with Quality Control guidelines.
Daily review checks not applied, take appropriate action and update tracking spreadsheet.
Review A/R aging report.
Review/process notice of cancellation/rescinding notices.
Responsible for taking phone calls regarding cancellation and accounting inquiries.
Communicate with Braishfield staff, agents, finance companies, etc. regarding A/R questions, billing issues, etc.
Review Direct Bill Statements and process transactions as necessary.
Other activities, duties and projects as assigned