Job Summary:
The New Business/Customer Service Representative processes new applications and verifies all forms are in good order for processing.
Duties/ Responsibilities:
• Review and process new applications, ensuring technical, legal, and underwriting guidelines are met using specific screening criteria
• Enter new applications into database, processes underwriting requirements, and issues policies
• Respond to inquiries from policyholders and agents regarding policy provisions, company procedures, and policy changes
• Assemble or assist with assembling the new policy and maintaining filing systems
Required Skills/Abilities:
• Excellent communication skills including active listening
• Service-oriented, detail-oriented, good organization
• Basic computer skills with ability to learn new software
• Good math aptitude
Education and Experience:
• High school diploma or equivalent
• Customer service experience required
• Fluent in English and Spanish, a plus
Physical Requirements:
• Prolonged periods sitting at a desk and working on a computer
Schedule and Salary Range:
• Full-time position – non-exempt
• Monday through Thursday: 8:00 a.m. – 4:45 p.m.
• Friday: 8:00 a.m. – 3:00 p.m.
• Salary Range: $30,000 - $40,000 annually