Education Requirements

• High School diploma or equivalentPreferred Education
• Bachelor's degreeRequired Skills for the Customer Service Representative
• Knowledge of Microsoft Suite (including Word-template use, Excel-data entry, PowerPoint-be able to view, no creation)
• Knowledge of Adobe (taking Excel and Word docs and creating pdf's, transfer docs and save)
• Proficient in computer skills (turn on and off, be able to create folders, open up files and rename if needed), multi-application navigation and multi-tasking
• Professionalism, accountability and taking personal pride in the handling of new business quotes, policy change requests and inquiries from our valued agency partnersPreferred Skills
• Personal Lines General Insurance knowledge
• Strong math aptitude
• Ability to multitask between assignments

Customer Service Representative Overview:

The CSR supports the business goals of the team, providing service support for Company appointed agencies and internal partners. Policy changes are received via email requests. The team handles policies that are not system supported policies, which include renewals, quotes, new lines, and endorsements.

Responsibilities

• Handles transactions requests from our Agents and issuing Renewal paperwork
• not system supported
• All the work is processed manually: from creating folders, to rating the policy on excel sheets, to creating pdf files
• Independent work, once trained
• Work collaboratively with team members, and business partners to provide a quality experience for our agents
• Complete additional tasks and other projects/duties as assigned
• Ability to learn the basic concepts of personal lines insurance principles and Company products (home, auto, valuable articles/collectibles, flood, etc.
• Assume ownership and timeliness in handling agent requests in an efficient, accurate and professional manner
• Processes and triage a diverse amount of email requests
• Perform various job functions or projects as assigned by team specialist or supervisor
• Only those lawfully authorized to work in the designated country associated with the position will be considered.
• Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.

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