Customer Serv Representative

Job Description

Job Description

Primary Responsibilities

1. Policy Management
   • Request and process policy changes, ensuring accurate updates in the agency management system.
   • Follow up on change requests to confirm receipt of endorsements.
   • Verify the accuracy of endorsements and update records accordingly.
   • Process and invoice endorsements, providing clients with necessary documentation.
2. Client Communication
   • Invoice audits and send the relevant documentation to clients.
   • Handle daily requests for certificates of insurance (COI), evidence of property (EOP), and evidence of insurance (EOI).
3. Documentation and Compliance
   • Assist with issuing auto ID cards.
   • Process past dues, reinstatements, and cancellations in a timely manner.
   • Handle underwriting requests, such as updating driver lists.
   • Manage and file customer documents in the agency management system.
   • Ensure all customer interactions and transactions are documented accurately.
4. Additional Duties
   • Perform any other tasks as assigned by the Management Team to support the department’s goals and objectives.