Customer Service Representative (Onsite)
Company: US ASSURE, INC.
Location: Jacksonville
Posted on: March 18, 2023
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Job Description:
Position Summary Working in a sales driven, multi-tasked, goal
oriented, team environment, this position is responsible for
processing all types of business transactions, handling customer
inquiries and making outbound calls from lead generation while
providing quality service and elite customer satisfaction within
the InsuranceLink agency. Essential Duties and Responsibilities
Serve as first point of contact for customers within our builders
risk and property programs countrywide. This includes handling
incoming and outbound calls, emails, mail correspondence, product
inquiries, policy issuance support and customer billing Assist
agent in closing sales Process all types of business transactions,
while under supervision of the supervising agent, including but not
limited to the following: o Submitting insurance applications o
Providing insurance quotes o Issuing policies o Issuing
Certificates of Insurance o Processing endorsements o Assisting
with claims reporting Prequalify and analyze customer's coverage
needs, educate clients on product offerings, and recommend
additional coverage's to sell new accounts and retain existing
customers Gather information, complete applications, submit to
eligible and appropriate carriers and follow up to ensure timely
receipt of policies or quotations Provide and review quotes in
detail with customers while explaining coverage's and exclusions,
as well as recommending additional coverage's when appropriate Bind
coverage when authorized by customers, verify accuracy and coverage
adequacy of policies, and ensure all appropriate policy and billing
documents are provided to customers, and additional authorized
parties when required, in a timely manner Assist and process policy
servicing requests in a timely manner while ensuring customer
comprehension and authorization Utilize the agency management
system by entering all transactions, uploading all policy
documents, correspondence, and other electronic files or
information, in correspondence with agency procedures while
maintaining production and quality standards Assist customers in
submitting first reports of claims, advise of claims process and
procedures, and follow up on claims status to ensure timely
processing Process incoming mail in a timely manner, including
responding when necessary, and uploading in agency management
system Ensure all problems, processing and inquiries are handled
efficiently within established time frames Work in partnership with
stakeholders and US Assures corporate vision and mission
Participate in knowledge transfer within team Other Duties and
Responsibilities Performs other duties as assigned in order to meet
business needs. Includes functions normally performed by persons
holding this title. However, these functions may be reassigned to
other employees as part of a "Reasonable Accommodation" under the
ADA. Qualifications 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,
skills and or licenses, and/or abilities required. Knowledge Basic
knowledge of the property and casualty insurance industry. Basic
knowledge of course of construction and builders risk insurance.
Basic knowledge of agency management system. Basic knowledge of
agency billing process Education and / or Experience and Abilities
High school graduate, minimum; AA/BS/BA degree with emphasis in
insurance, business or finance, preferred. Minimum of three years'
experience working in a fast-paced, multi-tasked, production driven
environment, preferred. Ability to accurately type 35 WPM. Florida
resident (440) Customer Service Representative License,
required.
PI
Keywords: US ASSURE, INC., Jacksonville , Customer Service Representative (Onsite), Hospitality & Tourism , Jacksonville, Florida
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