Customer Service Representative (CSR)

Summary: A Customer Service Rep?s primary role is production support and account management.
A customer service rep reports to the Branch Manager (or Sr.
Account Manager) and independently works on a variety of duties, including but not limited to the following: a renewal book of business, new business accounts as received and assigned, handling quotes and binders for division producers, and keeping a suspense to track new and renewal account status.
Essential Duties and Responsibilities include the following.
Other duties may be assigned in addition to the responsibilities shown below as deemed necessary.
Solicit Renewal Accounts to retail agents as handle submissions once received.
Re-Marketing of renewal accounts when needed (& under supervision of Account Managers when warranted) Process sign-off on new and renewal quote letters Accountable for quotes processed correctly.
Responsible for any quote subjectivities Accurate Binder issuance Accountable for work product Handle any assigned Compliance responsibilities.
Demonstrate ability to handle all assigned carrier renewal accounts independently.
Includes knowing when to market, request loss runs, and broker accounts.
Effectively handle any assigned administrative tasks Handle all Agency Management system filing as required / assigned.
Demonstrate understanding of various insurance coverages.
Able to field questions on carrier specific items.
Able to handle inquiries regarding coverage issues.
Return phone calls and emails in a timely manner.
Respond to inquiries quickly and accurately.
Follow all policies and procedures according to division Procedure Guidelines Key Competencies: Organization and prioritization Attention to detail and accuracy.
Judgment and confidentiality Communication skills Information management skills Problem-solving skills Teamwork