Customer Service Representative I (Remote)

What You Will Do

We are looking for a highly motivated and customer-focused individual to join our team as a Customer Service Representative I. This role will be responsible for processing new business, renewals, and endorsements, as well as billing transactions, in accordance with established department policies and procedures.

• Process new business, renewals and endorsements and billing transactions according to established department policies and procedures
• Communicates and collaborates with internal and external stakeholders in a professional manner when additional information is needed ensuring timely processing
• Maintains detailed policy documentation and updates customer information as necessary
• Rates endorsements/transactions for multiple lines of business
• Develops and maintains positive customer relations and coordinates with various functions within the company
• Performs pre-underwriting task for policy transactions based on Company processing procedures and underwriting guidelines or complete preparatory work
• Orders reports for new business, renewal and endorsements as required such as CLUE, MVR, SOCRECARD, DADS, etc
• Maintain acceptable productivity and quality levels established by management
• Performs other duties as assigned
• Conforms with all corporate policies and procedures

What You Will Need

• Education: Associate’s degree preferred; insurance training or basic insurance courses desirable.
• Experience: Less than 2 years in an agency or insurance company preferred.
• Skills: Strong communication, customer service, problem-solving, confidentiality, professionalism, and adaptability.

Salary Range

The final salary to be paid and position within the internal salary range is reflective of the employee’s work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.

Benefits

• Medical and Prescription Drug Benefit
• Dental Benefit
• Vision Benefit
• Life Insurance and Disability Benefits
• 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
• Health Savings Account (HSA)
• Flexible Spending Accounts
• Tuition Assistance, Training, and Professional Designations
• Company-Paid Family Leave
• Adoption/Surrogacy Assistance Benefit
• Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
• Student Loan Refinancing Services
• Care.com Membership with Back-up Care, Senior Solutions
• Business Travel Accident Insurance
• Matching Gifts program
• Paid Volunteer Day
• Employee Referral Award Program
• Wellness programs
• Personal Insurance Discount

Additional Information

This position is a full time non exempt (overtime eligible) position.

Utica National is an Equal Opportunity Employer.