Job Title : Customer Service Representative

Platform : New England Platform

Location : Woburn, MA

Job Summary :

Processing Bonds & invoicing bond premiums, Certificates of Insurance, processing claims, handling incoming and outgoing mail, receptionist duties.

Our Woburn, MA office is seeking a full time clerical person. We are looking for an individual who can work independently, has strong attention to detail, multi-tasker, strong accurate computer and typing skills as well as responsible and reliable worker.

We will train you in our Bond and Claims Department as well as Certificates of Insurance. You will also be responsible for answering and directing calls as well as processing mail and other clerical duties.

Responsibilities :

Perform daily service on assigned task by Account Manager or Operations Manager with the agency’s written procedures including, but not limited to :

Respond to client inquiries, incoming mail, and company request needs on a timely basis.

Collect renewal data on assigned accounts.

Review new / renewal policies and endorsements to insure items were received as ordered.

Maintain accuracy of client data in agency management system (Applied Systems)

Document all activities in agency management system (Applied Systems)

Understand and utilize upload, download and interface technology

Assist other agency departments in securing and / or providing information necessary to issue appropriate polices in their department for which we have a mutual client

Keeping Producers and Account Managers informed of all important activities on their accounts including being sensitive to potential problems and informing management

Keep current with industry trends including participation in educational seminars and classes for improvement of insurance / sales skills and license compliance

Maintain knowledge of current underwriting requirements of contracted insurance carriers

Maintain knowledge of policy provisions and any changes in these provisions

Complete other functions and assignments as assigned including back-up duties.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements :

Strong organizational skills- ability to discern priority and initiative

Computer skills, specifically Applied TAM, Microsoft Word, Outlook and Excel

Excellent verbal and written communication skills as well as strong interpersonal skills

Mathematical Skills : Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages

Reasoning Skills : Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form

Education / Experience :

High School diploma required

Associate Degree or higher preferred

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Last updated : 2024-04-23