Answers telephone calls from insured customers inquiring about endorsement requests, cancellations and claims
Processes transactions according to company procedures
Review bills when received and forward to customers
Processes audits according to office procedures
Quotes and prints finance agreements and follows office procedures
Handles insured customers’ requests for certificates, prints them and mails or faxes them as needed
Ensures that client and policy information is up to date on the system and in accordance with procedures
Keeps P & C License active and increases insurance knowledge by attending continuing education classes
Attends internal office meetings as necessary
Assists the Senior Customer Service Representatives as needed
Handles other duties as assigned
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
Current P & C License
Excellent oral and written communication skills and cheerful personality
Strong attention to detail
Excellent telephone skills
Dependable and punctual
Computer skills (Word)
Desired Skills and Competencies:
Previous experience with insurance software
Previous experience with or training in Excel
Five or more years of independent Insurance agency experience
Physical Requirements:
Express or exchange ideas by means of the spoken word via email and verbally
Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
Not substantially exposed to adverse environmental conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.