Customer Service Representative

Overview:
Customer Service Representatives (CSRs) work closely with Account Managers to gather and review information from clients and underwriters, ensuring tasks are seen through to completion. CSRs are instrumental in providing outstanding customer service to internal and external teams, adhering to quality standards, and meeting service level agreements. They ensure smooth account processing and alert Account Managers when tasks stall or require escalation.

Key Responsibilities:

Account Management:

• Understand the goals and deadlines for each assigned account through summaries, meetings, reports, or account familiarity.
• Proactively manage the progress of accounts, ensuring tasks move forward seamlessly.

Quote Processing:

• Follow up with underwriters for quote terms.
• Log quote data and documents received from carriers, ensuring accurate summary entries in the system.
• Produce retail quote documents or wholesale quote cover documents as requested.
• Follow up with insureds for binding orders as assigned.
• Prepare financing documents.

Binding Process:

• Log binding requests from insureds and review documents (e.g., subjectivities, SL forms, finance documents) for completeness.
• Coordinate with Account Managers to bind coverage (if licensed in the state).
• Process binders, produce billing/invoices, and document files accurately.
• Prepare files and assign tasks to ResourcePro or other teams for issuance and review.

Post-Binding Activities:

• Collect outstanding subjectivities post-binding, review documents for completeness, and forward approved items to carriers.
• Assign tasks for pending post-binding processes.
• Address surplus lines deficiencies promptly.
• Create certificates of insurance as needed.
• Process delinquent payment warnings and direct notices of cancellation.

Customer Service:

• Deliver exceptional service by prioritizing customer outcomes and maintaining effective communication.
• Respond promptly to inquiries and resolve issues in a professional manner.
• Ensure the accuracy and quality of deliverables despite potential distractions.

Additional Duties:

• Maintain a producer license in good standing.
• Complete continuing education requirements quarterly.
• Perform other duties as assigned by supervisors or management.

Requirements:

• Producer License: A current and valid producer license in good standing is required.
• Industry Experience: A minimum of 5 years of experience in the insurance industry.
• Skills:
• Strong verbal and written communication skills.
• Experience in Vertafore AMS360, AIM/ImageRight is a plus
• Problem-solving and prioritization of tasks according to company guidelines.
• Time management and ability to handle multiple tasks simultaneously.
• Commitment to quality standards and adherence to service level agreements.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Shift:

• Day shift

People with a criminal record are encouraged to apply

Ability to Commute:

• Franklin Lakes, NJ 07417 (Preferred)

Work Location: Hybrid remote in Franklin Lakes, NJ 07417

Salary : $60,000 - $80,000