Commercial Lines Customer Service Representative

Commercial Lines Customer Service Representative

The James Allen Companies Inc.

Essential functions include but are not limited to the following:

  • Process daily mail as received.
  • Receive phone calls from clients and companies and comply with the request and/or refers to the producer.
  • Inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs.
  • Process change request from clients.
  • Take claim information from the insured and notify the company for processing.
  • Review expiration list with the producers to discuss renewal process.
  • Prepare Renewal Proposals as needed.
  • Forward Renewal instructions to carrier and follow up to make sure policies are processed in a timely manner.
  • Review renewal policies for accuracy before forwarding them to the client.
  • Maintain own follow up and suspense file to ensure that issues are being processed and resolved in a timely manner.
  • Invoice all agency bill endorsements, policies, and audits within 24 hours of receipt. Pat to process audits, CSR’s to process endorsements.
  • Maintain computer files in an orderly, up-to-date manner.
  • Determine reasons for request for cancellations; act to save account; notify producer(s) according to agency standards.
  • Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions.
  • Participate in seminars and other training to maintain required license and for knowledge and skill development.
  • Technical support to producer(s) to benefit clients and to reach agency’s business goals.
  • Perform other duties as requested.
  • Have a working knowledge of Outlook, Word and Excel.
  • Experience with Epic software would be a huge plus.
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