What are the responsibilities and job description for the CL Processor position at Legacy Risk Solutions?
Description
We are a full-service independent insurance agency seeking a customer service professional to support our Insurance Account Managers with the service of Commercial Lines Insurance Accounts. This position requires you to be fully knowledgeable of the various aspects, coverage, and needs of each account. You will also need to be fully knowledgeable of insurance carrier websites to make changes to customer policies as required. Prompt and efficient customer service is vital in this role.
Responsibilities
We are a full-service independent insurance agency seeking a customer service professional to support our Insurance Account Managers with the service of Commercial Lines Insurance Accounts. This position requires you to be fully knowledgeable of the various aspects, coverage, and needs of each account. You will also need to be fully knowledgeable of insurance carrier websites to make changes to customer policies as required. Prompt and efficient customer service is vital in this role.
Responsibilities
- Answer customer inquiries via telephone, mail and email
- Make necessary changes in agency management system and insurance carrier systems
- Send confirmation of changes to customer
- Review and maintain accuracy within client database system
- Management of endorsements and correspondence
- 3 years experience in an independent insurance agency preferred
- Must hold a current GA P&C License
- Experience with Insurance Agency Management software, specifically Applied Epic is a plus
- The desire to continue to learn, strong customer service skills & develop rapport with underwriters
- Ability to organize time efficiently
- Deadline and detail-oriented
- Excellent written and verbal communication skills
- Knowledge of Microsoft Office Products
- Fast paced and multi-tasking