Customer Serv Representative

Primary Responsibilities

• Request and process policy changes, ensuring accurate updates in the agency management system.
• Follow up on change requests to confirm receipt of endorsements.
• Verify the accuracy of endorsements and update records accordingly.
• Process and invoice endorsements, providing clients with necessary documentation.
• Handle daily requests for certificates of insurance (COI), evidence of property (EOP), and evidence of insurance (EOI).

Documentation and Compliance

• Invoice audits and send the relevant documentation to clients.
• Afford assistance with issuing auto ID cards.
• Manage and file customer documents in the agency management system.
• Afford support in handling past dues, reinstatements, and cancellations in a timely manner.
• Handle underwriting requests, such as updating driver lists.
• Afford support in ensuring all customer interactions and transactions are documented accurately.

Additional Duties

• Perform any other tasks as assigned by the Management Team to support the department’s goals and objectives.