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Brokerage Services Customer Care Associate

2 months ago


Raleigh, North Carolina, United States Ncfbins Full time

Join Our Team

At Ncfbins, we pride ourselves on our commitment to integrity and the well-being of our employees. We provide a supportive environment where your career can flourish.

Position: Brokerage Customer Service Representative

Location: Raleigh, NC

Department: Marketing/Agency

Reports To: Brokerage Director

Overview

The Brokerage Customer Service Representative plays a crucial role in assisting our Agency Force with property and casualty insurance matters that are managed outside of Ncfbins.

Required Qualifications

  • Associate's Degree or equivalent experience.
  • Property and casualty insurance license will be necessary post-hire.
  • Excellent verbal and written communication abilities.
  • Strong organizational capabilities.
  • Demonstrated work ethic with a focus on delivering high-quality results in a fast-paced environment.
  • Friendly and approachable demeanor.
  • Ability to juggle multiple responsibilities effectively.
  • Proficient in Microsoft Office Suite, including Word, Outlook, and Excel.
  • Team-oriented with strong interpersonal skills, capable of working independently and collaboratively.
  • Willingness to learn and understand policies, procedures, and standards relevant to the Agency.

Key Responsibilities

  • Respond to inquiries via email and phone from the Agency Force regarding policy servicing.
  • Provide quotes and bind coverage for various property and casualty lines.
  • Process applications for new business and renewals.
  • Handle invoicing for new business, additional premiums, and renewals.
  • Maintain accurate client documentation and records in the Agency Management System.
  • Distribute policies and related forms received during the policy term.
  • Issue certificates of insurance.
  • Forward claim notifications to the appropriate companies and assist with related correspondence.
  • Manage renewal, cancellation, and reinstatement documentation as necessary.
  • Verify membership status.

Equal Opportunity Employer

Ncfbins is dedicated to creating a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and abilities, without regard to any protected characteristic.