Description
Account Service Representatives are responsible for assisting Account Managers in the servicing and development of their clients’ P&C insurance programs and mentoring/assisting Customer Service representatives as needed.
- Issue “Special” Certificates of Insurance to include reviewing insurance contracts, according to company guidelines
- Manage CSR24 portal for clients, including setting up access and troubleshooting technical issues
- Policy checking according to company guidelines
- Process change requests
- Process agency & direct bill non-premium bearing endorsements and direct bill premium bearing endorsements
- Process bonds for clients
- Online quoting with NCCI for assigned risk work comp policies
- Audit new/renewal monthly reports set up by Customer Service Representative to ensure accuracy
- Review motor vehicle records
- Prepare mid-year reviews
- Prepare marketing files
- Complete loss summaries
- Prepare mod analysis
- Create and manage monthly reports for clients
- Order loss runs from insurance companies and review for large losses/reserves
- Provide high quality customer service
- Gain knowledge on insurance industry through training and development opportunities
- Assist P&C department with various projects and assistance as needed
Requirements
- BA or BS or applicable job experience
- 1-3 years experience in P&C or related field
- Must have strong Outlook, Word, and Excel Skills
- Ability to work in a fast-paced environment while adapting to changing deadlines and priorities
- Excellent verbal and written communication skills required
- Requires discretion and independent judgment with respect to matters of significance