What are the responsibilities and job description for the Customer Service Representative - Guided Insurance Solutions position at Guided Insurance Solutions?
We are Guided Insurance Solutions, a Baldwin Group Company. We're not your run-of-the-mill insurance broker. And we're not bots or algorithms. We're real people striving to better serve and educate the world about the importance of good insurance coverage. We're passionate about helping customers make the right insurance decisions so that, no matter what life throws their way, they can stress less and live more knowing they're well.
The Client Relations Analyst works with advisors and line-of business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients' financial goals. In addition, this individual assists clients with service needs and makes modifications to accounts as necessary.
PRIMARY RESPONSIBILITIES :
- Prepares documents for presenting risks to market.
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
- Answers incoming calls from existing clients for service requests.
- Assists client service teams in the preparation of presentation materials.
- Analyzes and summarizes complex data and compiles reports under supervision.
- Records data into the appropriate insurance company and firm software programs.
- Runs monthly cancellation and expiration reports.
- Processes and completes endorsements and audits.
- Completes special projects as assigned.
- Looks for opportunities to improve the firm, business segment and processes.
KNOWLEDGE, SKILLS & ABILITIES :
EDUCATION & EXPERIENCE :
Special Working Conditions :
Important Notice :
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