SimcoHR
Summary:
The Commercial Customer Service Representative (CSR) is a client interacting role responsible for servicing clients and providing support to the Commercial and Property & Casualty (P&C) insurance team.
This position will work closely with existing clients to help understand their specific needs and requests as they pertain to insurance policies.
Commercial CSRs are well versed in all aspects of Commercial and P&C insurance and are key players in resolving client related issues.
It is also the objective of our SCRs to assist in retaining our current book of Commercial and P&C insurance business by providing excellent customer service and administrative support.
In addition, CSRs will assist agents with new business clients as needed.
Responsibilities:
Communicating effectively with customers, carriers, insurance reps, management and agents Keeping track of all customer inquiries and providing follow-up to verify that all questions are answered and/or customer policy related requests are executedResponsible for maintaining the agency data management system to ensure accurate and complete filesMaking decisions and helping solve problems in relation to Commercial and P&C insurance related issuesResponsible for consistently staying up to date on all required licensing, credentialing and educationAccountable for a comprehensive understanding of the insurance industry and compliance of Commercial and P&C insurance laws and regulationsDuties/activities include, but are not limited to:
Answer incoming call center questions about insurance policies, coverage or claim issues, as well as consumer complaints and general inquiriesResolve client issues and inquiries in a suitable, efficient methodProcess all requests for service including but not limited to:
new policy verification, certificates of insurance, endorsement requests, claim status or any documentation as requested by the customerDemonstrate accuracy while processing client policy modifications based on the data givenRun renewal reports on a regular basis in order to process renewals in a timely mannerRecord all relevant information in the agency data management system as defined by processes and workflowsAssist in projects or other activities as needed
Qualifications:
Minimum 2 years of Commercial and/or P&C insurance and related customer service experience required with proper NYS licensing or ability to obtain before trainingClean background check for potential appointments with insurance carriersMust be professional and outgoing in a client-facing role and possess sound interpersonal skills with an ability to build rapport with clientsMust be able to prioritize, multitask and possess excellent organizational skillsExcellent verbal and written communication skills requiredThe ideal candidate will be enthusiastic, highly self-motivated, and be capable of working independently as well as in a team-oriented environmentEzlynx and Zywave/Brokerage Builder experience or knowledge a plusThis is a fulltime (8am-5pm, M-F), non-exempt position with an hourly pay range of $23-$35/hrAbout the Company:
SimcoHR.
Estimated Salary: $20 to $28 per hour based on qualifications.
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