Commercial Customer Service Coordinator

The full [Commercial Customer Service Coordinator job

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position. Sign on bonus: \$1,500.00 sign on bonus available for

full-time employment. Eligibility for the bonus is \$500 after

successful completion of onboarding/training to be paid with two months

of service, and \$1,000 after 6 months of continued full-time

satisfactory service. **Key Job Requirements:** - Performs any

functions, within scope of authority and expertise to provide the

highest level of service and responsiveness to the customers served by

the Insurance Agency. - Respond immediately to and assist Commercial

Account Managers with any and all inquiries for service from customers

or prospects, taking ownership of the inquiry to ensure customer

satisfaction and policy retention. - In the Agency\'s ongoing effort to

retain business, assist the Commercial Account Managers with nonpayment

notices, making calls to insureds and notifying Account Managers and/or

Producers when policies are due to cancel. - Assist the department by

taking customer payments and getting them applied to the customers

agency account or paid to the carrier by the various methods used by our

carriers. - Demonstrate understanding of premium financing, making calls

to insureds and notifying Account Managers and/or Producers when

policies are due to cancel - Notify account managers when credits are

received on policies/accounts that have been premium financed so the

account manager is able to return funds to the premium finance

company. - Process all incoming premium audits and policies. - Act as

quality control, ensuring that all required documentation is in our file

and that the agency standards for timeliness and accuracy are being met

and reporting any violations to the appropriate agency manager. -

Transmit all requests for policy changes to our insurance partners

within the required timeframe, utilizing the specific delivery method

for each carrier. - Invoice any non-automated premium-bearing policy

transactions in the Agency Management system prioritizing the current

month activity to be completed prior to month end; verifying that the

invoicing is done at the correct amount and proper agency commission and

with any producer specific commission criteria. - Accurately transact

Agency Bill premium and non-premium transactions (company fees as well

as premium taxes on Surplus Lines business) on customer accounts. -

Understand basic Registry of Motor Vehicle forms and policies so you are

able to assist account managers and customers with their needs. -

Comprehend and execute the required daily functions relating to policy

download and automated download invoicing. - Assist with the scanning

and electronic mail delivery functions accordingly. - Retrieval of all

policy declarations from carriers that do not mail said documents to the

agency, review for accuracy and where needed deliver to the insured via

insureds desired method (mail, email or other digital platform). -

Receives claim assignments, claim payments and notices and document the

Agency Management system, accordingly, making the Account Managers

and/or management aware of any problems. - Participate in marketing

projects as outlined by the management. **Position Requirements:** -

High school diploma or its equivalent. - Ability to organize multiple

projects. - Demonstrates oral and written communication abilities. -

Able to use various types of office software, spread sheet applications

and PC proficient in Microsoft Office Suite.