Perform insurance processing functions.
Duties and Responsibilities:
Invoice audits, new & renewal policies, endorsements, binder billings.
Process standard wording certificates of insurance from Master Certificate.
Follow up on suspense items
Receive and process requests and inquiries for insurance services.
Check in policies against Agency Management System, carrier quote & proposal.
Communicate with insurance carriers concerning clients insurance policies.
Communicate with Account Manager and client concerning items on clients insurance policies
Develop, maintain and apply knowledge of insurance programs, policies and agency procedures.
Perform other duties as assigned. Qualification Requirements:
Education - High school graduate or equivalent.
Experience Required - 1 year of commercial insurance or 2 years of personal lines insurance.
Skills - One year of commercial insurance account servicing. Knowledge of personal computer operations, including internet and Microsoft products, basic word & excel. Ability to communicate well orally and in writing - Customer Service skills. Ability to take and follow directions. Ability to maintain an organized workflow. Must possess Property/Casualty license or be able to obtain within 1month from date of hire to this position. Be in the process of working on INS certification or obtaining the CISR designation.
Tenure - Commercial Customer Service Representative I, category 13, requires six months in the Commercial Customer Service Representative Trainee position with performance that meets or exceeds expectations. Commercial Customer Service Representative II, category 12, requires twelve months as a Commercial Customer Service Representative I position with performance that meets or exceeds expectations. Senior Commercial Customer Service Representative, category 11, requires twelve months in the Commercial Customer Service Representative II position with performance that meets or exceeds expectations. Must have a demonstrated grasp on Agency activities and have mastered assigned duties. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Alaska USA Federal Credit Union - 16 months ago