P&C Commercial - Customer Services Rep
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Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Process and provide endorsement requests:
New and Renewal Business - bind, issue certificates, and Auto ID Cards.
Daily Certificate Requests.
Audits.
Monthly Reports.
Policy Booklets.
Prepare and issue pre-renewal summaries.
Order Loss Runs & prepare premium & loss summaries.
Perform other tasks as assigned by members of the account team, including Account Manager, and management
EDUCATION AND/OR EXPERIENCE
- High school diploma or general education degree (GED).
- 3+ years of related experience and/or training.
- Equivalent combination of education and experience.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
- Appropriate insurance licenses in each state where business is being solicited.
REQUIRED TESTING
- Microsoft Word
- Excel
- Typing
- Alpha/Numeric Data Entry
- PowerPoint
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.