Customer Service Representative
Coverage, Inc. - Chantilly, VA
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Job Description Job Description PRIMARY ROLE Day-to-day maintenance of Commercial Accounts and support to Account Managers. Including but not limited to:Processing of endorsementsDistribution of policy documents Processing of any renewals as assigned Overall support to Account ManagerSupports and incorporates company mission and core values into daily activitiesWorks as a team member to achieve department goals and overall company goalsConsistently reports to work on time and prepared to preform duties of position QUALIFICATIONS & EDUCATIONAppropriate state license(s). Minimum 3 years' insurance brokerage or equivalent experience. Completion of insurance designation (s) preferred. Two-year associate college degree required; four-year college degree preferredKnowledge of all lines of commercial insurance Thorough knowledge of brokerage operations including procedures, commercial lines endorsement processing, agency management system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellentautomation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems Familiarity with risk assessment and risk management techniquesExcellent time management, organizational and verbal and written communication skills High degree of self-motivation and self-direction Possesses a supportive and responsive manner with internal and external customersHas the ability to perform multiple tasks in complex working environment accurately and efficientlyDUTIESSupport Account Managers through servicing of existing customers Receive, Review, and Process policy change requests as received Receive, Review, and Process any renewals as assigned Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines as assignedRespond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelinesReview all items to be processed, to insure items were received as ordered. Prepare billing following agency's credit and collections policiesParticipate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletinsParticipate in any special projects at management's requestAll additional duties as assigned
Created: 2024-04-25