Commercial Customer Service Coordinator

Greylock Insurance Agency Commercial Customer Service Coordinator Pittsfield, MA Apply The full Commercial Customer Service Coordinator job description {target="_blank" rel="noopener noreferrer"} contains more information about this position.

Sign on bonus:

\$1,500.00 sign on bonus available for full-time employment. Eligibility for the bonus is \$500 after successful completion of onboarding/training to be paid with two months of service, and \$1,000 after 6 months of continued full-time satisfactory service.

Key Job Requirements:

• Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the customers served by the Insurance Agency.
• Respond immediately to and assist Commercial Account Managers with any and all inquiries for service from customers or prospects, taking ownership of the inquiry to ensure customer satisfaction and policy retention.
• In the Agency\'s ongoing effort to retain business, assist the Commercial Account Managers with nonpayment notices, making calls to insureds and notifying Account Managers and/or Producers when policies are due to cancel.
• Assist the department by taking customer payments and getting them applied to the customers agency account or paid to the carrier by the various methods used by our carriers.
• Demonstrate understanding of premium financing, making calls to insureds and notifying Account Managers and/or Producers when policies are due to cancel
• Notify account managers when credits are received on policies/accounts that have been premium financed so the account manager is able to return funds to the premium finance company.
• Process all incoming premium audits and policies.
• Act as quality control, ensuring that all required documentation is in our file and that the agency standards for timeliness and accuracy are being met and reporting any violations to the appropriate agency manager.
• Transmit all requests for policy changes to our insurance partners within the required timeframe, utilizing the specific delivery method for each carrier.
• Invoice any non-automated premium-bearing policy transactions in the Agency Management system prioritizing the current month activity to be completed prior to month end; verifying that the invoicing is done at the correct amount and proper agency commission and with any producer specific commission criteria.
• Accurately transact Agency Bill premium and non-premium transactions (company fees as well as premium taxes on Surplus Lines business) on customer accounts.
• Understand basic Registry of Motor Vehicle forms and policies so you are able to assist account managers and customers with their needs.
• Comprehend and execute the required daily functions relating to policy download and automated download invoicing.
• Assist with the scanning and electronic mail delivery functions accordingly.
• Retrieval of all policy declarations from carriers that do not mail said documents to the agency, review for accuracy and where needed deliver to the insured via insureds desired method (mail, email or other digital platform).
• Receives claim assignments, claim payments and notices and document the Agency Management system, accordingly, making the Account Managers and/or management aware of any problems.
• Participate in marketing projects as outlined by the management.

Position Requirements:

• High school diploma or its equivalent.
• Ability to organize multiple projects.
• Demonstrates oral and written communication abilities.
• Able to use various types of office software, spread sheet applications and PC proficient in Microsoft Office Suite.

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