Customer Service Representative - Oklahoma City, United States - Acrisure LLC

Description

Customer Service Representative (DeSanctis Insurance) page is loaded Customer Service Representative (DeSanctis Insurance)

Apply locations WOBURN, MA time type Full time posted on Posted Yesterday job requisition id JR102474 Job Title:
Customer Service RepresentativeAgency/Platform: DeSanctis Insurance/New EnglandLocation: Woburn, MA

Job Summary:
Processing Bonds & invoicing bond premiums, Certificates of Insurance, processing claims, handling incoming and outgoing mail, receptionist duties.
Woburn Insurance Agency seeks full time 'in person' clerical person.

We are looking for an individual who can work independently, strong attention to detail, multi-tasker, strong accurate computer and typing skills as well as responsible and reliable worker.

We will train you in our Bond and Claims Dept as well as Certificates of Insurance. You will also be responsible for answering and directing calls as well as processing mail and other clerical duties.


Responsibilities:

Perform daily service on assigned task by Account Manager or Operations Manager with the agencys written procedures including, but not limited to:Account transactions including ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.

Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Collect renewal data on assigned accounts.
Review new/renewal policies and endorsements to insure items were received as ordered.

Maintain accuracy of client data in agency management system (Applied Systems)Document all activities in agency management system (Applied Systems)Understand and utilize upload, download and interface technologyAssist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual clientKeeping Producers and Account Managers informed of all important activities on their accounts including being sensitive to potential problems and informing managementKeep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license complianceMaintain knowledge of current underwriting requirements of contracted insurance carriersMaintain knowledge of policy provisions and any changes in these provisionsComplete other functions and assignments as assigned including back-up duties.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:
Strong organizational skills- ability to discern priority and initiativeComputer skills, specifically Applied TAM, Microsoft Word, Outlook and ExcelExcellent verbal and written communication skills as well as strong interpersonal skills

Mathematical Skills:
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages

Reasoning Skills:

Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule formEducation/Experience:High School diploma requiredAssociate Degree or higher preferredAcrisure is committed to employing a diverse workforce.

All applicants will be considered foremploymentwithout attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at .

To Executive Search Firms & Staffing Agencies:
Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
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