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Client Services Representative for Brokerage

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 our dedication to our employees. We offer a supportive environment where your career can flourish.

Position: Customer Service Representative - Brokerage

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 brokered to external companies.

Required Qualifications

  • Associate's Degree or equivalent experience.
  • Property and casualty insurance license is required post-hire.
  • Excellent verbal and written communication skills.
  • Strong organizational abilities.
  • Demonstrated work ethic with a focus on delivering quality results in a timely manner.
  • Friendly and approachable demeanor.
  • Ability to handle multiple tasks efficiently.
  • 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 agency policies and procedures.

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.
  • Manage invoicing for new business, additional premiums, and renewals.
  • Maintain accurate client documentation within the Agency Management System.
  • Distribute policies and related forms throughout the policy period.
  • Issue certificates of insurance as needed.
  • Forward claims notifications to the appropriate companies and assist with related correspondence.
  • Handle renewal, cancellation, and reinstatement documentation as required.
  • Verify membership status for clients.

Equal Opportunity Employer

Ncfbins is committed to creating a diverse environment and is proud to be an equal opportunity employer. All employment decisions are based on merit, qualifications, and abilities without regard to race, color, creed, religion, sex, national origin, age, physical or mental disabilities, veteran status, or any other characteristic protected by law.