Provide daily service to existing clients related to policy changes, certificates of insurance, billing, audit, claims, carrier inspections, etc.
Forward any client questions regarding policy changes to the producer.
Triage documents from carriers verifying the accuracy, facilitating corrections, as needed, and forwarding to the producer/agency owner for processing where needed.
Process basic renewals which require no remarketing or explanations of change in coverage.
Manage day-to-day customer service database (AMS360) and file database (Dropbox) by facilitating policy download and upload, endorsement and audit updates in the system, and notation of all client interactions.
Support producer to understand potential client or remarketing needs, gather necessary data, input data in carrier quoting systems, and draft proposals.
Identify content for quarterly client newsletter and manage and facilitate newsletter publication and newsletter social media sharing.

Associate or Bachelor’s Degree
Previous experience working with CEOs, presidents, or executive-level staff at small businesses and nonprofits.
Knowledge of or ability to learn insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and understanding of when to escalate or seek help to handle difficult situations.
Computer proficiency.
Previous experience with Dropbox and Microsoft Outlook, on a professional basis.
Ability to quickly learn new software.
Previous experience working with VOIP or telephony products is preferred.

Competitive Pay
higher pay available to individuals currently insurance licensed and/or with previous experience working with AMS360.
Option to Work Remotely
after successful completion of 90-day probationary period employee has the option to work from home
Transit Subsidy
monthly RTD pass available to those who use transit and choose to work in the office
Professional Development
it is the intent that a person who performs successfully in this position would be eligible for promotion to full-time Account Manager position within 18 months.
Educational subsidy
after successful completion of 90-day probationary period employee will be required to pursue insurance licensing at the expense of the Insurance Design & Placement.

Customer Service Representative

Key skills