ACE Team Customer Service Agent

Open Position: ACE Team Customer Service Agent

Description:

Allegany Co-op Insurance Company is the emblem of stability, security, and integrity and has been serving the Property & Casualty insurance needs of our policyholders since 1887. Allegany Insurance Group is rated “A-” by A.M. Best.

The ACE (Absolute Customer Experience) Agent works as part of a team and is responsible for some or all the functions of underwriting support, claims support, policy service representative, and administrative support.

Responsibilities and Duties:

Build a rapport with insureds, agents, and co-workers, offering friendly, courteous, and professional customer service.

Underwriting Support:

Responsible for assisting in underwriting activities within the scope of authority:

• Build a rapport with underwriters and agency personnel offering friendly, courteous, and professional customer service.
• Prepare and process policy quotations as directed by underwriters or within the scope of assigned authority.
• Research information from third-party vendor to be utilized in the underwriting decision process; Gather information on risks.
• Address phone calls and/or written communication from insureds, agents and initiates any necessary action.
• Review, approve, process, or refer policy endorsement requests, broker changes, releases, etc.
• Renew, non-renew, modify policy renewals.
• Order inspections as per department guidelines.
• Order commercial policy audits.
• Provide written communication to agents.
• Send information to agents as directed by underwriters.
• Maintain diary notes on pending items to ensure that they are handled in a timely manner.
• Process policy recommendations.
• Produce home and farm quotes for potential book rolls, system mergers, or as assigned.
• Perform other related duties as assigned.

Policy Service Representative Support and Administrative Support:

Responsible for assisting in Policy Service Representative and Administrative Support within the scope of authority:

• Build a rapport with agency personnel offering friendly, courteous, and professional customer service.
• Directly communicate with customers via in person, phone, email, etc.
• Answer and route incoming calls. Process incoming and outgoing daily mail.
• Coordinate daily printing of agent and insured documents through our third-party vendor.
• Accept and respond to billing phone calls from agents, insureds, and mortgages.
• Negotiate payment arrangements with agents and insureds; determine policy reinstatement criteria.
• Assist with the incoming mail payments by batching paper checks for accounts receivable processing.
• Process monthly reports.
• Order office supplies.
• Provide general support for the organization’s general administrative activities.

Claims Support:

Responsible for assisting in Claims activities within the scope of authority:

• Build a rapport with members of the claims team, claimants, agency personnel and third-party vendors offering friendly, courteous, and professional customer service.
• Process incoming mail.
• Assist customers in submitting first notice of loss.
• Assist with batch payment processing.
• Process Loss run letters.
• Perform other related duties as assigned.

Provide support to the ACE Manager as necessary.

Perform other duties, complete projects, and provide support within the organization as assigned or required.

Qualifications:

• High school diploma: Associate degree in Business or equivalent experience preferred.
• Possess exemplary customer service skills, specifically strong verbal and written communication skills.
• Thrive in a dynamic team environment, be able to analyze situations and make reasonable judgements.
• Knowledge of phone systems, computer processing, and data entry.
• Must be capable of prioritizing work to meet deadlines, manage time effectively and pay close attention to detail to ensure accuracy.
• Ability to perform basic mathematical operations.
• Possess knowledge of the insurance industry.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Employment:

• Location: Cuba, New York / Hybrid
• Job Status: Full Time, Non-Exempt
• Work Schedule: Mon-Fri, 8:00 am-4:00 pm
• Salary: BOE - $32,000-$57,000

Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons.

Job Type: Full-time

Pay: $32,000.00 - $57,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location: In person

Salary : $32,000 - $57,000