What are the responsibilities and job description for the Insurance agent - Customer Service Representative position at Bluefire Insurance Services, Inc.?
Purpose
Serves as liaison between the company and the customer/agent. Required to apply technical skills and business knowledge to meet organizational objectives and provide an excellent customer service experience to our agents and customers.
Essential Duties & Responsibilities
- Communicates in a manner that develops and maintains a strong business relationship with external and internal customers
- Adheres to email and chat guidelines and metrics to effectively service our customers. This may include meeting Chat SLA.
- Underwrite new business auto applications and endorsements for eligibility
- Process insured and agent requests via uploaded request within SLA
- Meets QA and processing goals
- Complete assigned policy suspense/tasks and other inventory within SLA
- Process policy rewrites and backdated endorsements
- Run and process MVR, HDR, VIN, and other underwriting reports manually, when applicable.
- Ensure compliance with daily state filing requirements (SR22, SR26)
- Process DMV uploads
- Review and update Renewals, Non-Renew if ineligible
- Document all policy transactions
- Utilize expertise to identify areas to increase efficiency in the UW processes
- Processes Letters of Experience
- Expert knowledge of state products and underwriting guidelines
- Confidently assists other underwriters and customer experience team
- Effectively communicate with agents and insureds through verbal and/or written means
- Complete special projects in a timely manner as instructed by supervisor
- Assists and completes DOI/BBB responses
- Proactively pursue departmental goals and objectives
- Assists in taking agent chats, when necessary.
- Additional duties and responsibilities may apply
Qualifications and Education Requirements
- Minimum 2 years’ experience with Property/Casualty underwriting or similarly related work experience.
- Meticulous attention to detail
- Multitasker, able to switch between tasks quickly and efficiently
- Ability to work independently or on a team
- Ability to be objective and make good decisions based on experience
Preferred Skills
Insurance experience
Bilingual preferred
P&C Producer License a plus
Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, hardware, typing)
Strong time management and decision-making skills
Passion for achieving team-centered goals and objectives
Ability to meet and manage multiple objectives simultaneously
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
