What are the responsibilities and job description for the Customer Service Representative position at South Shore Insurance Underwriters?

The Insurance Customer Service Representative (CSR) interacts with customers and as a liaison with the Insurance Producer, providing responses to inquiries about obtaining coverage, handling, and resolving complaints, and servicing new and existing accounts. Performs routine and moderately complex clerical, administrative and support functions.

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Responsibilities & Duties

Processing retail agency communication to provide customers the highest level of service and obtain information on account questions
Preparing and submitting applications to retail agents for binding of new and renewal business
Entering new and renewal business binding into the company management system, AMS360
Executing endorsements (policy changes) and cancellations, following guidelines presented in training
Supporting the retail team by completing additional tasks as needed, including but not limited to inspection report processing and policy auditing
Organizing and working with detailed records, maintaining updated files for each insured
Maintaining exemplary customer service rapport by quickly and effectively addressing any needs
May perform other duties as assigned for the good of clients and the team

REQUIREMENTS

Education & Experience

High school Diploma or Equivalent, College Degree Preferred

Minimum two years customer service experience; education may be substituted for required experience

Working knowledge of Windows PC, Microsoft Word, Outlook and Excel is required

Knowledge, Skills & Abilities

Communicates in detail when conveying technical information and preparing written correspondence in a clear and concise manner

Tactfully navigates stressful or difficult situations

Responds to inquiries in a timely and professional manner

Possesses excellent service skills and the ability to effectively interact with others

Employs strong organization skills and the ability to plan, control and coordinate activities

Develops an understanding of and follows business practices

Offers alternative recommendations to issues within the area of functional responsibility

Thrives in a team environment and positively influences others by actions and example

Physical Requirements

To perform this job successfully, an individual must possess the physical ability to satisfactorily perform each essential function. Specific abilities include :

Ability to sit or stand for extended periods of time

Ability to repetitively use fingers and hands

Ability to look at and read computer monitors for extended periods

EEOC Statement

South Shore Insurance Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, SSIA, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

South Shore Insurance Companies expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of South Shore Insurance Companies employees to perform their job duties may result in discipline up to and including discharge. Learn More

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