Customer Service Representative - Chantilly, United States - Coverage, Inc.

Coverage, Inc. Chantilly, United States

5 days ago

Description

Job Description

PRIMARY ROLE

Day-to-day maintenance of Commercial Accounts and support to Account Managers. Including but not limited to:

Processing of endorsements
Distribution of policy documents
Processing of any renewals as assigned
Overall support to Account Manager
Supports and incorporates company mission and core values into daily activities
Works as a team member to achieve department goals and overall company goals
Consistently reports to work on time and prepared to preform duties of position

QUALIFICATIONS & EDUCATION

Appropriate state license(s). Minimum 3 years' insurance brokerage or equivalent experience. Completion of insurance designation (s) preferred.

Two-year associate college degree required; four-year college degree preferred
Knowledge of all lines of commercial insurance
Thorough knowledge of brokerage operations including procedures, commercial lines endorsement processing, agency management system, and applicable insurance laws/codes
Experience and expertise in operating in electronic environment; excellent
automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
Familiarity with risk assessment and risk management techniques
Excellent time management, organizational and verbal and written communication skills
High degree of self-motivation and self-direction
Possesses a supportive and responsive manner with internal and external customers
Has the ability to perform multiple tasks in complex working environment accurately and efficiently

DUTIES

Support Account Managers through servicing of existing customers
Receive, Review, and Process policy change requests as received
Receive, Review, and Process any renewals as assigned
Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines as assigned
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
Review all items to be processed, to insure items were received as ordered.
Prepare billing following agency's credit and collections policies
Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
Participate in any special projects at management's request
All additional duties as assigned

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