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- Employment
- Full-time
About the role
- Help with servicing customer accounts including phone calls and walk in customers.
- Completes insurance proposals and quotes for agents and producers.
- Issues binders, endorsements, cancellations/reinstatement notices, etc.
- Prepares and distributes certificates of insurance.
- Maintain accounts on agency management system.
- Processes insurance claims and loss notices.
- Assistant Senior Customer Service Representative with renewals.
- Regular and reliable attendance.
- Assists with other job-related duties as assigned by manager.
- Knowledge of insurance products and services.
- Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Agency Software.
- Ability to communicate with customers and co-workers in a courteous and professional manner.
- Ability to multi-task, and function as a team player.
- Ability to work with accuracy, organization, and attention to detail.
- Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
- Ability to cross-sell insurance products.
- High School diploma or equivalent.
- Proper insurance licenses.
More Details
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