Personal Lines CSR

What You'll Do:

• Monitor carrier websites and retrieve policy notices
• Help maintain the accuracy and integrity of our agency management system (Applied Epic)
• Ensuring policy status reads correctly in Applied Epic
• Attach policy documents and maintain accurate client records
• Review and route carrier communications to the appropriate Account Manager
• Process mortgagee change requests and proof of insurance requests
• Verify policies are renewed or cancelled in Applied Epic
• Create follow-up activities for the Account Managers
• Process insurance-related mail and documentation
• Support Account Managers by keeping policy workflows moving
• Provide additional support on overflow call transferring when necessary

Requirements:

• A high school diploma or equivalent
• Minimum 2 years of administrative, customer service, office operations, insurance, banking, healthcare administration, mortgage, title, legal support, or other detail-oriented office experience
• Comprehensive reading skills
• Strong problem-solving skills
• Detail-oriented with exceptional organizational and time-management abilities
• Proficient computer skills, including experience with agency management systems and Microsoft Office Suite, Applied Epic
• Ability to multitask and manage multiple priorities
• An active 4-40, 20-44, 2-20 License (prior experience preferred)

Benefits:

• Base salary of $40K
• Paid vacation after 90 days
• Health Insurance – Employer pays majority for the primary insured after 90 days
• Dental/Vision/Aflac available – Employee cost after 90 days
• 401(k) plan after 12 months of employment – Employer up to 4% match

Pay:

Base salary of $40K

Schedule:

Full-time