Customer Service Rep

2 weeks ago

Louisburg, United States Triangle Risk Advisors Inc. Full time
Job DescriptionJob Description

Reports to

Department Head

Primary Role

  • Provide service and marketing/placing assistance to assigned accounts.
  • Support agency and assigned producers by placing and processing new business and renewals.
  • Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals.

Performance Standards

  • Assist Account Manager's and agency's target goals for:
    • Client service including zero backlogs in account servicing for all transaction processing
    • Renewal retention
    • Sales including new business production and referrals
    • Account development including cross selling and up-selling
    • Collections
  • Provide support to producers to facilitate account growth.

Qualifications

  • Good oral and written communication skills
  • Technical and client relations experience
  • Good organizational skills
  • Property casualty license required or must obtain license within first 90 days of employment.
  • College degree, CISR, ACSR, CIC or CPCU preferred.

Duties

  • Assist with all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
  • Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries.
  • Respond to client inquiries, incoming mail, company requests, and producers’ needs on a timely basis.
  • Collect renewal data on assigned accounts.
  • Review and order renewals according to agency procedures.
  • Survey policy coverages and identify cross-selling and upgrading opportunities.
  • Review, analyze, and submit applications to insurance companies.
  • Follow agency's underwriting guidelines.
  • Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
  • Review new business, renewals, endorsements to insure items were received as ordered.
  • Prepare billing following agency's credit and collections policies.
  • Participate in courses for insurance/sales skills.
  • Maintain current knowledge of underwriting requirements of carriers.
  • Keep current with industry trends by reading appropriate journals and company bulletins.
  • Maintain knowledge of policy provisions and any changes in these provisions.
  • Maintain client risk files on computer system and use computer system for all processing transactions.
  • Participate in any special projects at management's request. 

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