What are the responsibilities and job description for the Insurance agent - Customer Service Representative position at Bluefire Insurance Services LLC?
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
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 Learn More
