Customer Service Representative (Onsite)
Company: US ASSURE, INC.
Location: Jacksonville
Posted on: March 20, 2023
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Job Description:
Job Description:
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. PI208308921
Keywords: US ASSURE, INC., Jacksonville , Customer Service Representative (Onsite), Hospitality & Tourism , Jacksonville, Florida
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