Insurance Customer Service Rep

Security Service Federal Credit UnionSan Antonio, TX
46d

About The Position

Complete endorsements with carriers at request of account managers or executives. Issue certificates of insurance, ID cards, and other miscellaneous proof of coverage documents. Create new business submissions and send to market. Create miscellaneous Acord forms as requested by account manage or executive. Create and process premium finance contracts. Meets service standards for volume, timeliness, and quality. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

Requirements

  • High school diploma or equivalent.
  • Property & Casualty License.
  • A sense of urgency in all actions due to the time restraints incumbent to insurance and customer need.
  • Experience using Vertafore/AMS360 or similar Agency Management System.
  • Knowledge of Microsoft Word, Outlook, and Excel.
  • Perform a large number of steps in complex system with accuracy and speed.

Responsibilities

  • Complete endorsements with carriers at request of account managers or executives.
  • Issue certificates of insurance, ID cards, and other miscellaneous proof of coverage documents.
  • Create new business submissions and send to market.
  • Create miscellaneous Acord forms as requested by account manage or executive.
  • Create and process premium finance contracts.
  • Meets service standards for volume, timeliness, and quality.
  • Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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