Customer Service Representative

• Provide consistent, accurate, and timely communication to clients (US based) through verbal and written correspondence.

• Call new and existing insureds for claims, quote and bind personal lines policies and retain accounts to deepen relationships with the client.

• Take information from clients about coverage, exclusions, and exposures; document electronic files accordingly.

• Respond to clients’ needs by producing binders, certificates, policies, and other related items.

• Maintain client files in the Agency Management System for processing all transactions.

• Process daily incoming mail, emails, voice mails, and faxes.

• Follow up to ensure timely responses.

• Renew policies by agency standards.

• Maintain client files accurately and consistently documenting conversations.

• Adhering to all other automation procedures.