Customer Service Agent
5 days ago
JOB TITLE: COMMERCIAL LINES CUSTOMER SERVICE AGENT (CSA) - PROCESSOR
REPORTS TO: Operations Manager
PRIMARY ROLE: Day-to-day maintenance and servicing of assigned Commercial Lines accounts
QUALIFICATIONS & EDUCATION:
· Property & Casualty License
· 3 years' insurance brokerage or equivalent experience. Knowledge of all lines of commercial insurance
· Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
· Experience and expertise in operating in electronic environment; Applied EPIC knowledge is preferred but not required. Excellent automation skills, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
· Excellent time management, organizational and verbal and written communication skills
· High degree of self-motivation and self-direction
DUTIES:
- Check in policies & endorsements
- Run & Review MVRs
- Generate certificates and EOPs
- Update applications, assemble loss runs, and other underwriting information to submit to insurance companies.
- Prepare proposals, binders, auto ID cards and renewal certificates
- Check in policies when received per agency procedure.
- Contact customers to obtain necessary underwriting/claim information
- Receive phone calls or e-mails from customers for policy endorsements and process per agency procedures.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
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