Commercial Insurance Customer Service Rep

Job Title

Responsibilities:

Daily Processing:

• Responsible for invoicing and reviewing all endorsements, renewals & audits and advising appropriate Commercial Lines Agent (CSA) of any discrepancies
• Accesses all carrier websites to retrieve necessary documents, policies and/or correspondence
• Assists with inputting new business applications into carrier rating platforms
• Performs follow-up on all non-pay cancellation notices and communicates information to appropriate CSA

Agency Support:

• Provides back-up to the CSA staff including routine policy changes and certificate requests to support the agents

Project Management:

• May be assigned to various projects such as bulk-letter mailings, renewal of large account certificates, coding clean-up and downloads

Other Duties & Responsibilities:

• Promotes the firm's brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
• Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
• Consistently emphasizes the importance of teamwork in the department and company at large
• Responsible for keeping abreast of company news and information
• Responsible for completing required training and policy review
• May serve on various committees
• Willingness to take on additional tasks and duties

Certifications & Licenses:

• Property & Casualty License

Desired Knowledge, Skills & Abilities:

• Proficiency with Insurance Property & Casualty Coverages, Carriers & Products
• Sagitta (Preferred)
• Displays high level of regard for trust and confidentiality
• Proficient in Microsoft Office Products and Carrier websites.
• Displays strong written and verbal communication skills
• Displays strong organization skills and the ability to multi-task to meet established deadlines
• Demonstrates a high level of accuracy and attention to detail
• Effectively uses analytical skills to solve coverage issues as well as identify client needs.