BIS Customer Service Representative

This job was posted by : For more information, please see: **Responsibilities**: include but are not limited to the following. Other duties may be assigned. Review accounts to assist producer in obtaining other lines (e.g., personal lines, life insurance and investment opportunities, etc.). Maintain a proficient knowledge of insurance company underwriting criteria and agency marketing policy. Review and maintain agency and company manuals on an up-to-date basis and assist with maintaining rating system. Develop and maintain a proficient level of knowledge of the agency systems, workflow, claim processes, procedures and automation needs (Applied System). Prepare, underwrite and proof proposals, reviewing them for completeness and accuracy and maintain records of proposals within the Applied System. Initiate cancellation notice for non-payment to insured and company as requested by producer. Deliver applications for insurance and/or policy orders to company and perform second request follow ups as required. Set up account file manual/automated, establishing clients identifiers and client/policy file folders, within the Applied System. Prepare and issue binder, pre-bills and certificates as applicable. Handle client telephone and mail requests for information, endorsements, cancellations and other services as required; update Applied System with new information. Review Applied System suspense on a daily basis, re-suspending or handling items as appropriate. Gather information about losses from claimants and/or insureds logging notification, verifying inforce policy coverage and establishing claim file if applicable. Prepare and transmit ACORD notice to company coordinating adjustment as required. Phone urgent claims into companies as needed. Enter accurate claim information into the Applied System. Administer bank deposits of BIS customers. Must stay current on insurance procedures and requirements by attending classes and seminars and passing related tests and examinations. Distribute agency mail as necessary. Maintain and order supplies. Assist other CSRs as needed. **Qualifications and Skills**: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. **Education/Experience:** High School diploma or equivalent. One to three years of experience and high level understanding of insurance agency operations. Knowledge of Applied System. Must have an IL insurance producer license and ability to attain non-resident licenses as needed. **Knowledge/Skills/Abilities:** Strong customer service orientation. Strong organizational skills and attention to detail. Ability to respond to common inquiries or complaints from customers, co-workers or vendors. Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management. Ability to define problems, collect data, establish facts and draw valid conclusions. Must understand and comply with company policies and procedures. Ability to oversee goals and projects and ensure they are completed in a timely manner. Must have the ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions. Experience in managing customer relationships. Must have the ability to accurately and quickly complete standard mathematical calculations. Ability to use a calculator, computer and applicable software. Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel. **Physical Demands:** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must have the ability to lift and carry 25 pounds for a distance of 50 feet. **NOTE** This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose

Created: 2025-11-11