Commercial Lines Customer Service Representative

4 weeks ago


San Diego, California, United States Jobot Full time
Job Summary

This role involves providing exceptional customer service to clients while ensuring timely and accurate processing of insurance-related tasks. The ideal candidate will possess a strong understanding of property and casualty insurance principles and be proficient in using agency management systems.

Key Responsibilities
  • Respond to client inquiries and requests for certificates of insurance within 30 minutes of receipt.
  • Process renewal certificates of insurance at the direction of the Account Manager.
  • Perform data entry in the agency management system.
  • Quote and process "add on" agreements to existing finance agreements to premium finance company.
  • Process all change requests, including updating the Agency Management System, notifying carriers of requested changes, and verifying change endorsements for accuracy.
  • Receive, review, and document correspondence in the agency management system.
  • Review the Activity follow-up list on a daily basis and take appropriate action.
  • Assist with the cancellation process, missed expiration report, and policy renewal process.
  • Transact agency bill items with Account Manager instruction.
  • Create monthly reporting of total insurable values from the agency management system.
Requirements
  • High school diploma or equivalent.
  • Prior insurance experience is preferable.
  • 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.
About Us

Jobot is a stable, growing company looking to take the business to the next level. We have been established for over 30 years and are licensed to operate nationwide, representing our clients with the best coverage options available.



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