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Customer Service Representative

beBee Careers
Uniondale, NY Full Time
POSTED ON 4/27/2025
AVAILABLE BEFORE 5/27/2025

Job Summary

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  • This is an entry-level position responsible for assisting Sales Executives and Account Managers in service and retention of Commercial clients.

Key Responsibilities:

  1. Process client policies, endorsements, audits, cancellations, and restatements to ensure accuracy.
  2. Review commercial lines insurance policies to guarantee precision.
  3. Maintain accurate information in agency management systems.
  4. Assist in preparing summary of insurance documents and finance agreements as needed.
  5. Support Account Manager in preparing documents for client renewals.
  6. Contribute to delivering exceptional client service and meeting client retention goals.

Requirements:

  • Entry-level position; college degree preferred.
  • Comfortable with internet-based programs and Microsoft Office products.

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