What are the responsibilities and job description for the CUSTOMER SERVICE REPRESENTATIVE position at Statewide Underwriting Services?
Statewide Underwriting Services is a relationship-based independent insurance agency company with over 100 years of knowledge and experience providing solutions to our agents on behalf of their policyholders.
We are currently searching for a Customer Service Representative to join our team!
The Customer Service Representatives (CSR) will work closely with the Accounting, Claims, Underwriting, and Agency Management departments, but also work in conjunction with all others in the organization. The CSR is required to always put forward the best interests of the company. The position also entails interaction with insurance agencies, as well as multiple business partners outside of the company. These individuals exhibit the core values of the company (Positive Attitude; Adaptability; Work Ethic; Dedication; Relational Greatness-Good Customer Service) built upon a foundation of trust.
GENERAL RESPONSIBILITIES :
Customer Service responsibilities
Answer and direct phone calls to appropriate departments.
Act as primary contact for billing, general and claims calls, including answering general billing, claims & underwriting questions.
Process insured's policy payments.
Create first notice of loss.
Review policy for previous claims, notify adjuster.
Process Installment billing for three companies daily.
Meet, greet & direct guests as needed.
Administrative support responsibilities
Assist insured, agents, contractors regarding questions on claims.
Process all incoming and outgoing mail
Collate claim checks and refund checks for proper mailing.
Support management across all departments as needed (for various project work, etc.).
Process daily print job to create new business, renewal business dec pages, and any endorsements processed from the prior business day.
Collate policy printouts to assemble policy jackets and sends to appropriate policyholders.
Send agents / brokers electronic documents.
Assist with sending mortgage companies and agents / brokers copies of dec pages, endorsements, etc. upon request.
Run various agency management reports as assigned.
Ordering marketing materials.
Helping set up and organize marketing events.
Data administration responsibilities
Set up claim in policy admin system with appropriate reserves and adjuster.
Set up claim and ensure proper documentation is in ImageRight.
Process all Brokerage / MSA documents.
Will require contacting agency by email and / or telephone to obtain required information.
Obtain and maintain current Agency / Agent licenses and E&O proof of coverage. Includes contacting agencies and inputting records into appropriate system.
Ordering marketing materials.
Helping set up and organize marketing events.
Requirements
Work exclusively in office during company business hours.
EDUCATION and EXPERIENCE
2-3 of administrative and / or customer-facing work experience required; phone experience preferred.
Proficiency with phone systems and Microsoft Suite (Excel, Word, PowerPoint, Outlook, Teams).
Liability insurance related experience is a plus.
Bachelor's degree is preferred.
SKILLS :
Communication effectiveness with internal and external stakeholders is critical to success.
Ability to effectively manage a large volume of work.
Attention to detail
Ability to prioritize phone calls, and keeping on track with other tasks
Be well organized and work well independently.
Adaptability & flexibility are integral for this position.
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