Client Service Representative, Commercial Lines
2 days ago
We are seeking a highly skilled and motivated Client Service Representative to join our Commercial Lines team at Wallace Welch & Willingham. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.
Key Responsibilities- Process incoming mail and electronic communications in a timely and efficient manner.
- Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
- Process endorsement requests and endorsements, and send follow-up requests to carriers.
- Input transactions in the billing system to generate invoices.
- Process confirmed cancellations and audits, as well as reinstatements.
- Input and update Acord applications in the system as directed.
- Assist with policy rating and process changes on carrier websites.
- Check carrier communication logs and process as needed.
- Verify policies for accuracy in rating and typing, and ensure they are issued as requested and conform to application and proposal.
- Prepare policy books for large clients.
- Actively pursue referral opportunities to other departments.
- Maintain electronic and/or paper files in an orderly and up-to-date manner.
- Monitor personal continuing education requirements to ensure compliance with licensing requirements, and attend classes as necessary.
- Be familiar with and follow Agency guidelines, policies, and procedures.
- Florida 4-40 or 2-20 License Required.
- High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience.
- Experience dealing with multiple insurance carriers.
- Knowledge of Applied EPIC Agency Management System beneficial.
- Proficient with Microsoft Word & Excel.
This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.
Reports ToCommercial Department Manager
Position TypeNon-Exempt
OtherThe candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.
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