What are the responsibilities and job description for the Customer Service Representative (CSR) position at Systemtec Inc?
Systemtec is engaged in a search for a CSR (Customer Service Rep) / TA (Technical Assistant) for an exciting direct hire / permanent position on-site, with our client based in Delray Beach, Florida!
This is a wonderful opportunity to join a very stable organization with a rich history of providing excellent products and services. Consistently voted as one of the "Best Places to Work,” learn more about this fantastic organization and their industry leading benefits package today!
Qualified candidates will provide technical assistance by performing data entry and data management duties including policy/endorsement checking, quoting assistance, requesting and follow-up on change requests.
Essential Functions:
Skills/Experience :
This is a wonderful opportunity to join a very stable organization with a rich history of providing excellent products and services. Consistently voted as one of the "Best Places to Work,” learn more about this fantastic organization and their industry leading benefits package today!
Qualified candidates will provide technical assistance by performing data entry and data management duties including policy/endorsement checking, quoting assistance, requesting and follow-up on change requests.
Essential Functions:
- Perform data entry work not limited to applications, spreadsheets, insurance legal documents, mailing labels, form letters and other related documents.
- Work with Account Manager(s) or Team Leaders to assist in the issuance, renewal, change/update, endorsement, and/or modification of policies on assigned accounts.
- Manage assigned documentation from paper to electronic form including bar coding and scanning.
- Assist in the underwriting process including ordering and researching reports and records as required for placement of new and/or renewal business.
- Manage and distribute insurance legal documents including evidence of insurance, certificates of insurance and automobile ID cards to clients.
- Provide technical assistance to Producers, New Business Marketing Managers or Commercial Account Managers as required.
- Assist Producers or Account Managers in preparation for client meetings.
- Verify payments with carriers and document accordingly.
- Generate rates by manual or software/website calculations.
- Prepare policy books or policies for delivery or mailing.
- Maintain company procedures in documentation and maintenance of client information in EPIC database.
Skills/Experience :
- 2-4 years of experience as a CSR or TA in the Insurance Industry.
- High School diploma or General Education Diploma (G.E.D.).
- 4-40 or 2-20 P&C FL license required.
- MS Suite of Products (Excel and Word).
- At least 6 months of experience in Commercial P&C.
- Condo experience a plus.
- EPIC experience a plus.
Salary : $15 - $21
