Personal Lines CSR Assistant

3 weeks ago

Ruston, United States Forth Insurance Full time
Summary  Provides support and assistance to CSR’s in maintaining the appointed book of business, achieving growth and improving customer satisfaction.

Duties and Responsibilities include, but are not limited to the following:
  • Daily production and delivery of:
    • Proof of insurance
    • ID Cards
    • Providing policy declaration pages to insured, CPA, mortgagee, etc.
  • Policy processing – compare policy received from insurance company to prior policy at renewal.  Update EPIC as needed. 
  • Quote coverage on various lines of personal insurance from insured information
  • Initiate change requests made to companies via EPIC & company website if available
  • Process endorsements, reinstatements, and renewal quotes in a timely manner
  • Produce and process policy cancellations timely
  • Process download daily
  • Review and process suspense activities daily
  • Assist with customer phone calls for non-coverage issues or questions
  • Complete and process company payments online and in EPIC for direct bill/sweep transactions
  • Assist CSR’s and process mail as requested
  • Other duties and responsibilities not listed above as necessary to fulfill the role of a CSR Assistant
  • Punctuality and attendance is required to perform such duties.
Supervisory Responsibilities                                                    This job has no supervisory responsibilities.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
  • Analytical and Design - Collects and researches data; Generates creative solutions; Demonstrates attention to detail.
  • Problem Solving - Identifies and resolves problems in a timely manner.
  • Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Meets commitments.
  • Oral and Written Communication - Speaks clearly in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Able to read and interpret written information.
  • Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit.
  • Organizational Support - Follows policies and procedures.
  • Judgment - Exhibits sound and accurate judgment.
  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
  • Professionalism - Treats others with respect and consideration regardless of their status or position.
  • Quality - Demonstrates accuracy and thoroughness.
  • Adaptability - Able to deal with frequent change, delays, or unexpected events.
  • Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Education and/or Experience                                                  High school diploma or general education degree (GED) or higher
Certificates, Licenses, Registrations Property and casualty insurance license preferred. 
Other Skills and Abilities                                                           Ability to learn personal insurance terminology and coverage forms.   
Computer Skills                                                             To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Microsoft Excel.  Ability to use basic office machines.
Bank Culture/Customer Service Skills 
  • Promotes the Bank's culture, including the support of our Brand promise and Core Values.   
  • Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor.  Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Physical Demands
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment   
The noise level in the work environment is usually moderate
This job description reflects management's assignment of essential functions.  It does not prescribe or restrict the tasks that may be assigned.  Origin Bancorp or its subsidiaries (the Company) shall, in their discretion, modify or adjust the position to meet the Company’s changing needs.  This job description is not a contract and may be adjusted as deemed appropriate in the Company’s sole discretion. 

Forth Insurance is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information, or any other basis protected by law.

About Forth Insurance:

Forth Insurance is an independently operated agency offering full-service insurance to protect every part of life’s journey. Built on a legacy that began in Louisiana more than 100 years ago, Forth provides experienced guidance on a range of commercial, personal and benefits services. With offices located throughout Louisiana and parts of Texas, Forth serves clients across the southern U.S. and beyond.

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