Commercial Lines Customer Service Representative (at RRL Insurance)

Company: Acrisure
Location: Melbourne
Posted on: January 12, 2022

Job Description:

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 500 locations across the US and continue to grow every month. To fuel that growth, we have another exciting opportunity for a Commercial Lines Customer Service Representative at RRL Insurance , an Acrisure Agency Partner. This position will be responsible for servicing assigned accounts within the Commercial Lines Division while acting as a liaison between our customers and our company. The successful candidate will demonstrate the ability to master product knowledge related to the products we service.

Essential Duties And Responsibilities
Answer insured's questions received via phone call or email
Process changes to insurance policies
Issue certificates of insurance
Bill endorsements in agency management systems. This function may involve reviewing the insured's account, obtaining finance agreements and collect payment from the insured.
Report insured's claims to carrier and follow up
Monitor pending cancellations
Enter and maintain information in agency management system accurate including driver/vehicles schedules
Notate all correspondence, email, phones calls, etc. in agency management system
Flagging suspense and pending items in agency management system for follow-up with insured or carrier
Assist Account Manager with renewals and rewrites
Provide back up for other agency CSRs
Ensure the accuracy of the information in the agency management system
Communicate with clients on day-to-day activity in professional manner
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/or Experience
High school or the recognized equivalent in education and experience, required
Possession of a 440 CSR or 220 General Lines insurance license, or willingness to obtain with 90 days or hire, required
Three years insurance experience, preferred

Technology Skills
EPIC or similar agency management software experience, preferred
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

Other Qualifications
Able to work independently and enjoy a high degree of interaction with team members
Self-motivated and driven
Demonstrate effective written and verbal communication
Demonstrates excellent time management and prioritization skills to meet deadlines
Attention to detail and commitment to a high level of accuracy

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a temperature-controlled, non-smoking office
The noise level in the work environment is usually moderate

Keywords: Acrisure, Melbourne , Commercial Lines Customer Service Representative (at RRL Insurance), Sales , Melbourne, Florida