Commercial Customer Service Coordinator

Role Overview

• Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the customers served by the Insurance Agency.
• Respond immediately to and assist Commercial Account Managers with any and all inquiries for service from customers or prospects, taking ownership of the inquiry to ensure customer satisfaction and policy retention.
• Assist the Commercial Account Managers with nonpayment notices, making calls to insureds and notifying Account Managers and/or Producers when policies are due to cancel.
• Assist the department by taking customer payments and getting them applied to the customers agency account or paid to the carrier by the various methods used by our carriers.
• Notify account managers when credits are received on policies/accounts that have been premium financed, so the account manager is able to return funds to the premium finance company.
• Processes all incoming policies (new, amended, cancelled) for the agency in accordance with established workflows and procedures.
• Process all incoming premium audits.
• Act as quality control, ensuring that all required documentation is in our file and that the agency standards for timeliness and accuracy are being met.
• Transmit all requests for policy changes to our insurance partners within the required timeframe.
• Invoice any non-automated premium-bearing policy transactions in the Agency Management system.
• Understand basic Registry of Motor Vehicle forms and policies so you are able to assist account managers and customers with their needs.
• Collaborate with marketing projects as outlined by the management.

Requirements

• High school diploma or its equivalent.
• Ability to organize multiple projects.
• Demonstrates oral and written communication abilities.
• Able to use various types of office software, spreadsheet applications and PC proficient in Microsoft Office Suite.

Benefits

• Sign on Bonus $1,500
• Comprehensive package of value including a suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness)
• Retirement-401k plans with employer match & employer pension contributions
• PTO
• Employee incentive plans
• Opportunity for profit sharing
• Employer paid life insurance along with both short
• and long-term disability
• Additional life, accident, and critical illness benefits may be elected
• Recently adding pet insurance, and Medicare employee assistance