Insurance Customer Service Rep

Security Service Federal Credit Union • San Antonio, TX

8d

About The Position

This role involves supporting account managers and executives by completing endorsements with carriers, issuing certificates of insurance, ID cards, and other proof of coverage documents. The position also includes creating new business submissions, sending them to market, and generating miscellaneous Acord forms. Additionally, the role entails creating and processing premium finance contracts, meeting service standards for volume, timeliness, and quality, and performing other job-related duties to support the organization's vision, purpose, and 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.
• Ability to perform a large number of steps in a complex system with accuracy and speed.

Responsibilities

• Complete endorsements with carriers at the 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 manager or executive.
• Create and process premium finance contracts.
• Meet service standards for volume, timeliness, and quality.
• Complete any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED