Customer Service Representative Insurance

Description Account Manager

Employee Classification: Non-Exempt, Hourly

Reports To: Account Manager Supervisor

Reporting Personnel: None


RESPONSIBILITIES:

Servicing the Agency’s current customers and assisting in increasing the Agency’s current book of business. Communicating with company underwriters and knowing their current underwriting guidelines. Additional specific responsibilities can be found in the Agency’s Responsibility document.

FUNCTION:

An account manager is to provide courteous and professional customer service to the Agency’s customers and prospects. This includes providing them with the information they need to make an informed decision. Maintain and update customer and company files in the agency management system.

SPECIFIC DUTIES:

• Promote additional business for producer from client base
• Acquire all account information necessary for quotes and
applications
• Respond to all client inquiries
• Give coverage explanations to clients
• Process coverage changes
• Maintain client information and policy files
• Complete vehicle picture inspections (Personal Lines only)
• Work closely with company underwriters
• Process daily mail
• Process renewals, new business, applications, finance agreements,
endorsements and issue ID cards the same day as applicable
• Post transactions to client account files
• Research and handle any billing, premium or coverage discrepancies

SECONDARY DUTIES:

• Backup receptionist as necessary
• Special projects as assigned by Management

Fax cover letter plus resume to HR at 585-381-6173 or email to [Click Here to Email Your Resumé]


Source - Rochester Democrat and Chronicle - Rochester, NY

Requirements 3-5 years experience in commercial and personal lines.