Top 1 Commercial lines customer service representative assistant Jobs in Bethlehem, Pa

Commercial Lines Customer Service Representative Assistant
Brosky Insurance Agency Inc —Allentown, PA
- Full-time
- Office
- Entry level
- Commercial
- Vision insurance
- Life insurance
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Commercial Lines Customer Service Representative Assistant

Brosky Insurance Agency Inc
Allentown, PA

Quick Apply

Job Details

Full-time
4 days ago

Benefits

Vision insurance
Life insurance
Retirement plan

Qualifications

Customer records maintenance
Managing customer accounts
Sales support
Correspondence management
Insurance products customer support
Account maintenance
Copy machines
Client file management
Mail distribution
Scanning
Customer payment reminders
Fax machines
Mail management
Lead Tracking
Stocking
Mail processing
Billing issue inquiries
Faxing
Entry level
File organization
Office phone management

Full Job Description

Job Overview

Objective: Under the direction of the commercial lines manager, provide commercial lines support and

assistance to producers, CSR's and the marketing specialist.

Position Authority:

1. Provide assistance and support in furtherance of commercial lines department and the agency as a whole.

2. Contact carriers as required and answer correspondence in a timely manner.

3. Maintain professional and courteous relationship with producers and assist with servicing of accounts.

Benefits

Health Insurance
Dental Insurance
Life Insurance
Vision Insurance
Mon-Fri Schedule
Retirement Plan

Requirements

Submit reports to agency manager in a timely manner.
Adhere to and comply with established agency procedures.
Adhere to standards of performance for service and account development

Responsibilities

Process daily mail for assigned accounts and deliver to CSR's.
Check carrier websites daily and process any documents to be given to CSR's.
Answer and process telephone requests.
Process billing and cancellation request according to agency operating procedures - call, follow up and prepare weekly Notice of Cancellation list and end of month cancellation list.
Assist CSR's and producers with customer billing questions.
Process Audit letters for Non-Compliant Audits.
Process and prepare commercial renewals for review.
Process Drivers List requests and process changes after returned.
Assist producers with Driver Exclusions.
Purge all accounts over 2 years and file appropriately.
Filing customer files.
Manage prospect files.
Manage prospect leads and mailing of post cards.
Scan Erie certificates to Erie weekly.
Assist in clerical activities associated with commercial lines department.
Photocopying, faxing, and scanning daily.
Prepare renewal binders for producers.
Order loss runs when requested.
Print labels for files and envelopes.
Stock supplies in commercial lines department.
Process renewal, new business and final audit letters.
Participate in and successfully complete education programs as requested by the agency manager.
Perform other duties as requested.

About Us

Brosky Insurance Agency, Inc. is an independent insurance Agency, with a very professional team in Allentown, PA. In business since 1965.

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Commercial Lines Customer Service Representative Assistant

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