Client Services Representative - Commercial Lines

Client Services Representative - Commercial Lines

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The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 2 to 3 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner.

He/she must be able to work independently in this position.

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Process incoming mail in your electronic inbox.
• Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
• Process endorsement requests and endorsements and send follow up requests to carriers.
• Input transactions in billing system to generate invoices.
• Process confirmed cancellations and audits as well as reinstatements.
• Input and update Acord applications in system as directed.
• Assist with policy rating and process changes on carrier websites.
• Retrieve and process documents from carrier websites.
• Check carrier communication logs and process as needed.
• Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
• Prepare policy books for large clients.
• Handle routine correspondence between carriers, agency, and insureds.
• Input and follow up on system activities as directed.
• Assist with data entry projects.
• Provide customers service to clients as directed and fill-in for Client Service Manager as needed.
• Seek advice from Client Service Manager when problems arise on accounts.
• Perform special projects at the Client Service Manager's request.
• Be available to assist services department with phones and mail if needed.
• Assist in the training and growth of newer and less experienced team members.
• Actively pursue referral opportunities to other departments.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 4-40 or 2-20 License Required
• High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied EPIC Agency Management System beneficial
• Proficient with Microsoft Word & Excel
• Organizational & time management skills
• Dependable
• Team Player

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands and fingers. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.