Customer Service Representative - Insurance

Job Title

Job Description

Summary:

Work collaboratively as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients' expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced.

Essential Duties and Responsibilities

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Complete customer data entry according to procedures.
• Managing inventory levels of office supplies, overseeing the ordering process, receiving deliveries, and organizing storage areas.
• Process endorsements, audits, execute bonds, bond documents, bond checks and certificates.
• Invoice premiums related to clients.
• Open, distribute, scan and route mail.
• Assist in planning office events and meetings
• Show proficiency in utilizing resources and software to generate reports and/or other requested information.
• Complete routinely daily, weekly, and monthly reports, as assigned.
• Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
• Perform other duties, as assigned.

Qualifications

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school graduate or equivalent

2. 1-2 years of surety experience preferred but not required.

3. Property & Casualty license not required until after hired.

4. Strong organizational skills

5. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

McGriff Insurance Broker | McGriff

McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.