Full Job Description Position Summary:

The Customer Service Representative (CSR) in the Endorsement Department is responsible for processing policy changes accurately and efficiently while providing exceptional service to agents, carriers, and internal teams. This role requires strong attention to detail, effective communication skills, and the ability to manage a high volume of endorsement requests in a fast paced environment. Essential Duties /

Responsibilities:

Process endorsement requests in accordance with carrier guidelines and company procedures Review endorsement forms and supporting documentation for accuracy and completeness Communicate with agents regarding requirements, missing information, timelines, and status updates Submit endorsement requests to carriers and follow up as needed Review and issue endorsement confirmations, invoices, and policy documents Ensure requested effective dates comply with carrier rules and documentation received Update internal systems and maintain accurate records Prioritize workload to meet established turnaround times Handle urgent or rush requests according to department standards Collaborate with underwriting, billing, and management teams as necessary Knowledge / Skills / Abilities (KSA's): Attention to Detail and Accuracy — Reviews endorsement forms and documentation carefully to ensure accuracy and completeness before processing. Written Communication — Communicates clearly and professionally with agents regarding requirements, missing information, and status updates. Oral Communication — Speaks clearly and professionally with agents, carriers, and internal teams; conveys timelines and requirements effectively. Organizational and Time Management — Prioritizes a high volume of endorsement requests to consistently meet established turnaround times. Customer Focus — Maintains a professional, service-oriented demeanor when working with agents, carriers, and internal teams. Problem Solving — Identifies issues with endorsement requests and escalates appropriately when needed. Procedural Compliance — Follows carrier guidelines and company procedures consistently when processing endorsement requests. Technical Proficiency — Uses agency management systems and Microsoft Office applications to process requests and maintain records. Teamwork — Works independently while also contributing effectively as part of a team in a high-volume environment. Adaptability — Adjusts to a fast-paced and changing environment, including handling urgent or rush requests.

Minimum Qualifications:

Previous experience in insurance customer service, endorsements, or policy servicing preferred Knowledge of commercial insurance policies is a plus Strong organizational and time-management skills Excellent written and verbal communication skills High attention to detail and accuracy Ability to work independently and as part of a team in a high-volume environment Proficiency with agency management systems and Microsoft Office applications

Physical Demands and Work Environment:

Continually required to sit for extended periods while working at a computer or reviewing financial documents. The noise level is moderate and typical of a busy office environment. Position is fully on-site; remote work is not available for this role. Office-based position with standard business hours. Standard business hours with occasional overtime during peak periods

Pay:

$19.07 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

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