Insurance CSR - Middletown - gpac

    gpac
    gpac Middletown

    6 days ago

    GPAC background
    Description

    Insurance Customer Service Representative

    This role provides full support to and acts on behalf of producers as needed. The representative markets accounts to approved insurers and wholesale brokers to find the best combination of price, coverage, and services for clients.

    The position assists in achieving team and agency profitability goals while attaining or surpassing agency carrier premium commitments.

    The representative delights clients with high service levels at all times and maintains a professional demeanor in the community.

    Reporting Relationship: Regional Manager

    Essential Responsibilities

    • Proactively handle all service activity on assigned accounts to respond to internal and external client needs in a timely manner.
    • Identify and process invoices, endorsements, attachments, change requests, ID cards, certificates of insurance, finance quotes, agreements, binders, loss runs, and drivers' lists.
    • Address coverage, pricing, and service concerns with clients, underwriters, or brokers and follow through to completion.
    • Review policies and endorsements for accuracy, identify discrepancies, and take corrective action.
    • Perform reviews of each line of business in force to determine possible coverage gaps and recommend enhancements.
    • Prepare and review submissions for accuracy and completeness, advising producers or clients of additional information required.
    • Submit accounts to viable markets and negotiate best coverage, price, terms, and conditions.
    • Compile quotations, proposals, schedules of insurance, and applications/forms, and discuss/present to producers for final approval.
    • Coordinate client service commitments, such as loss control meetings, inspections, and claims reviews.
    • Independently manage assigned Book of Business with high competency and exceptional service.
    • Facilitate conversations with clients to learn about their insurance needs and educate them on potential risks and offer additional products and services.
    • Adhere to Claims handling procedures.

    Skills and Competencies

    • Excellent verbal, written, presentation, and interpersonal skills.
    • Strong time management, organizational, and problem-solving skills.
    • Attention to detail and follow-up skills.
    • Solid technical ability to identify, create, and present data critical to risk management consultation.
    • Highly motivated with a strong work ethic, dependable attendance, and ability to work independently.
    • Ability to prioritize and work collaboratively as a key member of a client team.
    • Customer service-focused with a high degree of professionalism.
    • Skilled in Microsoft Office.

    Physical Requirements

    • Extended computer and keyboard use.
    • Telephone use for extended periods.
    • Sitting or standing for extended periods.


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