- Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions, when necessary.
- Work in conjunction with Customer Service Representative or Sr. Customer Service Representative and provide service to customers, processing endorsements, copying, scanning, ordering MVR's, physical damage inspections, etc.
- Request loss runs and issue binders, identification cards, certificates of insurance and requests for proof of insurance.
- Retrieve documents from carrier websites and file in Image Right.
- Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
- Assist in follow up of outstanding claims in accordance with agency guidelines.
- Maintain professional accreditation necessary to meet agency standards.
- Participate in continuing education programs when available.
- Build and maintain a favorable and professional work relationship with other staff members.
- Communicate with Supervisor/Manager any issues to ensure excellent customer service.
- Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
- Adhere to established employee manual policies and guidelines.
- Promptly report all E&O claims and potential E&O claims.
- Maintain confidentiality in all aspects of client, staff, and agency information.
- If not already licensed, pursue, and receive P & C license within first year of employment.
- Perform other duties and projects as assigned.
- College degree preferred, high school diploma or equivalent required.
- Experience and knowledge of Microsoft Office programs.
- Experience with Vertafore a plus.
- High level of organizational ability with attention to detail.
- Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
- Demonstrated ability to communicate effectively.
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Assistant Client Service Specialist - Poughkeepsie, United States - Marshall & Sterling
Description
Job Type
Full-time
Description
Provide superior service and administrative support for department.
The salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Salary Description
hourly
