Job Description:

The Customer Service Associate (CSA) provides support to the Account Manager (AM) or Senior Account Manager (SAM) by performing administrative functions on assigned Commercial Lines accounts following agency procedures. The CSA works directly with the AM and SAM in the handling of new accounts and servicing of existing Commercial Line accounts.

Responsibilities

• Assist AM or SAM with new and renewal business
• Order Loss Runs
• Prepare Draft Renewal Coverage Summary
• Prepare appropriate communications using email templates
• Navigate carrier websites and input change requests when applicable with a high degree of accuracy
• Order Endorsements for policy changes at the direction of the AM or SAM
• Checks carrier generated documents for accuracy including, but not limited to, policies, endorsements, audits, and cancellations
• Communicate, follow-up if needed, and secure corrections, with documentation, from all carriers on policy discrepancies
• Process Certificates of Insurance and Evidence of Property documents
• Invoice transactions accurately including, but not limited to, endorsements, cancellations and audits
• Prepare and mail/e-mail policy documents including, but not limited to, policies, endorsements, auto ID cards, audits, and cancellations
• Respond to client requests professionally and within 24 hours of receipt
• Follow-up on open tasks/activities daily
• Process un-routed attachments daily
• Update Applications in agency management system as
• Must be able to work during regular working hours as established by the agency
• Other duties may be assigned