Description:
JOB SUMMARY:
The Senior Customer Service Representative/Underwriting Associate (SCSR) serves as the primary contact for our insurance agency clients and handles the placing of bond, crime, windstorm, flood, cyber and other insurance coverages in the standard insurance marketplace.
The SCSR also serves as the primary contact person for self-insured property/casualty and workers compensation pool clients handling their day-to-day customer service and basic underwriting needs.
ESSENTIAL JOB RESPONSIBILITIES:
Insurance Agency
Places miscellaneous ancillary lines policies (Bonds, Crime, Windstorm, Flood, Cyber Coverage, Pollution Liability, etc.) for Pools and stand-alone accounts
Reviews/completes applications and submits to appropriate markets
Processes policy change requests
Maintains/Follow-ups on outstanding items needed from clients or insurance carriers
Provides premium quotations to clients for new and renewal policies
Creates and sends proposals
Invoices all policies and endorsements
Processes company and customer inquiries and incoming correspondence
Reviews expirations and prepares policy renewal notices
Processes preliminary claims notices between Insurance carriers and clients
Maintains all work in AMS 360
Files Surplus Lines taxes and Stamping Office fees and maintains the appropriate files and logs for annual tax filings
Sedgwick Pooling
Serves as the primary contact for self-insured pool member clients day-to-day customer service and basic underwriting needs
Maintains current underwriting exposures in Pool underwriting system(s) for all clients (e.g., amendments adding vehicles, property, etc.)
E-mails and/or prints, assembles and mails member policies
Issue verification of coverage (certificates) for all lines of coverage
Coordinates and conducts contribution audits for self-insured pool clients
Coordinates, collects, and processes self-insured pool member renewal updates including exposures, financial statements, warranties, MCP election forms, poor driver forms, etc.
Processes DWC notices for self-insured pool member clients
Enters property & auto schedule exposures into systems to facilitate individual pool proposals
New member account set-up in underwriting and AMS systems
Co-manages team e-mail accounts
Processes daily and annual MVR s
Reconciles and processes monthly invoices and quarterly billings from vendor for MVR s
General
Documents/inputs all phone calls, e-mails, correspondence and any other documents into AMS within 1 business day of receipt/making/sending or as otherwise agreed to in procedures
Performs other duties as assigned
QUALIFICATIONS:
EDUCATION:
High School Education or Equivalent, with some college preferred
EXPERIENCE:
9 years insurance experience preferred
Prior experience in an agency environment preferred (utilization of an agency system preferred)
Minimum 5 years of commercial property/casualty customer service representative experience, preferably including workers compensation, liability and property within the standard market and public entity arena
LICENSES
Hold a General P/C agent license or obtain within 6
SKILLS/ABILITIES
Strong customer service, organizational and prioritization skills
Ability to multi-task and change direction/focus quickly
Highly organized and attentive to detail.
Proficient with contact management/underwriting/agency systems, preferred
Ability to type a minimum of 40 words per minute and 10-key by touch
Ability to work independently and within a team environment
Alpha/numeric filing skills
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; ability to write reports, business correspondence, and procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume; ability to apply concepts of basic algebra and geometry
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; ability to interpret a variety of instructions furnished in written, oral, diagram, or scheduled form
Ability to lift up to 25 pounds
Must have close vision (clear vision at 20 inches or less)
Pleasant demeanor and comfortable interacting with co-workers and clients at all levels, including senior executives and external clients.
Strong problem solving skills; resolves issues in a timely manner.
Demonstrates dependability by consistently arriving at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.
Critical Behaviors
Demonstrated self-management with a focus on meeting and/or exceeding goals through measurable results
Effectively creates and follows-through with a plan or task without prompting direction from others
Exhibits a willingness and ability to provide accurate, timely and cost effective services to external and internal customers through empathetic communication and commitment to the company mission
Continuously participates in the development of an effective team environment that expands the potential and productivity of the organization
Demonstrates knowledge of the techniques, processes, equipment and skills required to do the job, which allows for effective contribution to the organization
Thoughtfully reviews processes and structures for opportunities to improve service delivery
Reliably completes work on time; adheres to team attendance policies
Demonstrates effective self-management with a focus on achieving results through building relationships, recognizing opportunities, preventing crises and adapting plans to meet the company s mission values and goals
Employs flexibility to adjust approach/actions to meet changing needs and deal with different people. Deals effectively with competing demands and pressures
Demonstrates the ability to select and implement appropriate options/actions to achieve objectives
Demonstrates the ability to adhere to Sedgwick s core values to exemplify appropriate principals and morals
Effectively chooses to operate in a manner that demonstrates and reinforces the underlying philosophy of the Sedgwick Corporate Culture to both our internal and external clients
KNOWLEDGE:
Intermediate-level knowledge of Microsoft Office Word
Intermediate-level knowledge of Microsoft Excel
Requirements:
Manager's note:
only local candidates
Work location: Remote
Experience: experience with MS365, proficient in word, excel and Outlook, detail oriented.

About the Company:
TalentBurst, Inc.

TalentBurst is an award winning IT and Accounting & Finance staffing firm headquartered in Boston with branch offices in San Francisco, Miami, Milwaukee, Toronto, Bangalore, and Gurgaon. Our clients include the leading social media, technology, banks, utilities, pharmaceutical, and biotech companies.
We work with 75 of the Fortune 500 companies and work on 2,000 new job requisitions per month. Our recruiting team is one of the most successful in the industry. We have a strong reputation for treating our employees well and helping you find your next dream employer. BenefitsAt TalentBurst, one of our founding principles has been to provide our employees with the best benefits available. To adhere to this principle, we have a broad benefits offering. Our recruiters are dedicated to connecting you with awesome career growth opportunities with leading companies.

Company Size:
5,000 to 9,999 employees

Industry:
Staffing/Employment Agencies

Founded:
2002

Website:
http://www.talentburst.com/