45 Customer Service Advocate Jobs in Brentwood, TN
CIA - Commercial Insurance Associates is Hiring a Customer Service Advocate Near Brentwood, TN
Essential Job Functions And ResponsibilitiesAbility to meet deadlines, exhibit great attention to detail, and communicate in a positive manner is essential. Communicating professionally and clearly is required. A thorough understanding of software, systems, business procedures, and problem-solving is necessary for success.
- Generate COIs to be issued according to the insureds contract and/or insurance requirements.
- Send policy change requests to carriers and pull endorsements from carrier website to be filed in Epic (ERP system).
- Issue policy endorsements and transactions and forward invoice/endorsement to client with breakdown of the endorsement, including premium.
- Pull 5-year Loss runs for all lines at renewals, and monthly/quarterly for clients that are being monitored and create and update claim status and monitor policy renewal time frames.
- Abate claims by filing them with the carrier and keep the insured updated as to the status and send subsequent loss runs to the Insured.
- Print policies and create binder with renewal policies for Producers to drop off to client.
- Run epic reports, including policy expiration.
- Handle all daily requests from insured for certificates, policy changes (endorsements/cancellations/billing), and provide requested documentation as needed.
- Process audits in Epic and notify Client Manager and Producer of changes in premium; forward the audit finding to insured and Producer with results/breakdown.
- Access customer accounts and policy schedules.
- Maintain and update all location, property, vehicle, and equipment spreadsheets.
- Set-up new clients and prospects in EPIC Account Management System
- Attend and participate in job related classes and webinars.
- Other duties as assigned by this position’s manager.
- Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.
- EPIC, CSR24, and Indio workflow standards and maintenance of documentation.
- Strong organizational skills and ability to multitask while paying close attention to detail.
- Microsoft Office product experience (Word, Excel, and PowerPoint) as well as Adobe PFD.
- 1 years of commercial insurance experience.
Job Summary
Full Time
Insurance
$36k-46k (estimate)
06/21/2024
07/17/2024
com-ins.com
BRENTWOOD, TN
100 - 200
2002
FRANK F WHITE
<$5M
Insurance
Related Companies
The job skills required for Customer Service Advocate include Customer Service, Problem Solving, Customer Support, Microsoft Office, Written Communication, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Advocate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Advocate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Service Advocate positions, which can be used as a reference in future career path planning. As a Customer Service Advocate, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Advocate. You can explore the career advancement for a Customer Service Advocate below and select your interested title to get hiring information.
If you are interested in becoming a Customer Service Advocate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Service Advocate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Service Advocate job description and responsibilities
Customer services advocates represent the needs of the customer to companies or agencies, ensuring that they receive high-quality service.
03/17/2022: Anchorage, AK
Those are the people who work for consumer protection agencies might help clients file lawsuits and ensure companies follow federal and state business regulations for fair operating practices.
04/04/2022: Columbia, SC
Customer service advocates who work for private companies might conduct research to find out what competitors do for their customers.
02/15/2022: Frankfort, KY
May create new training materials for customer-facing teams reflecting new policies and procedures.
02/10/2022: Atlanta, GA
They may assist representatives as they handle complex customer service situations or take charge of client outreach.
04/07/2022: Phoenix, AZ
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Service Advocate jobs
Many customer service advocates perform customer research to understand what their customers expect from their services.
03/25/2022: New Britain, CT
Salaries and benefits for customer service advocates can depend on experience, education and geographical location.
04/20/2022: Springfield, MO
They may also ask the client services team for their feedback on the new policies and make adjustments based on those recommendations.
03/12/2022: Pascagoula, MS
A good Customer Service Advocate must have excellent communication skills since they will be speaking directly with customers.
03/25/2022: Muskegon, MI
Customer Service Advocate need a mix of technical skills and human skills.
03/18/2022: San Francisco, CA
Step 3: View the best colleges and universities for Customer Service Advocate.
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