Commercial Lines Customer Service Representative

5 days ago


Newport Beach, California, United States Jobot Full time
About the Role

We are seeking a highly organized and detail-oriented Commercial Lines Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients and ensuring that their insurance needs are met.

Key Responsibilities
  • Respond to client requests for certificates of insurance in a timely manner
  • Process renewal certificates of insurance according to agency guidelines
  • Data entry in the agency management system
  • Quote and process "add on" agreements to existing finance agreements
  • Policy processing, including pulling policies from websites and attaching them in the agency management system
  • Process all change requests, including updating the Agency Management System and verifying change endorsements for accuracy
  • Receive, review, and document correspondence in the agency management system
  • Review Activity follow-up lists on a daily basis and take appropriate action
  • Assist with the cancellation process and policy renewal process
  • Transact agency bill items with Account Manager instruction
  • Create monthly reporting of total insurable values and transmit finalized reports to carriers
Requirements
  • High school diploma or equivalent
  • Prior insurance experience preferred
  • Current and valid Property & Casualty Insurance License
  • Proficient in Word and Excel
  • Performs functions on agency management system proficiently
  • Works as a team member to achieve department goals and overall company goals
  • Demonstrates positive customer service skills internally and externally
  • Maintains confidentiality of all information related to clients, customers, employees, and carriers as appropriate


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