Insurance Customer Service Representative

Responsibilities

• Service to internal leads and existing book of business
• Monitor renewals and provide re-market quotes
• Call on policyholders to deliver and explain policy, initiate back end follow up
• Ensure that policy requirements are fulfilled, including any necessary inspections and the completion of appropriate forms for coverage
• Confer with clients to obtain and provide information when claims are made on a policy
• Perform administrative tasks, such as maintaining records, providing documents to third party companies and handling policy renewals
• Maintain relationships with clients by providing support, information and guidance to retain their business

Qualifications

• Maintain current licensing in all applicable states
• Working knowledge of insurance and state regulations for personal lines
• Experience quoting and working with multiple carriers in a broker environment
• Experience working in AMS 360 Management System or Applied System
• Excellent organizational and communication skills
• Motivated self-starter comfortable working in a broker environment