Established commercial insurance brokerage, currently seeks articulate, organized and enthusiastic individuals to join our team. Licensed Customer Service Representatives provide administrative support to our Customer Service Team. Incumbents in this role work in a team environment, with an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and experiential (on-the-job) training. If you are dependable, accurate, friendly and career-focused , we encourage you to apply for employment with us!
DUTIES AND RESPONSIBILITIES
- Electronically attach documents
- Review policy documents to verify accuracy in rating, typing and coverage
- Document discrepancies and/or errors in reviewed policy documents
- Prepare written correspondence
- Process endorsement requests
- Update client account information including billing screens, applications and attachments
- Post and maintain activities for timely follow up, using a diary system
- Process invoices
- Process cancellation notices
- Prepare and process Certificates of Insurance
- Issue auto ID cards
- Process MVR requests
- Establish and update account files, per agency standards
- Maintain electronic files in an orderly, up-to-date manner
- Service accounts in a manner to eliminate E&O exposures
- Maintain regular, pro-active communication with service team members
- Active participation to complete projects and accept delegated tasks, as needed
- Assume other job responsibilities as assigned
QUALIFICATIONS
- Must have valid state-issued Insurance license;
- Possess organizational skills to prioritize and manage workflow ensuring efficient, timely, and accurate processing of all responsibilities;
- Effective communication skills, using English language, in written, oral or schedule form;
- Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages;
- Ability to solve practical problems and deal with a variety of concrete variables;
- Computer literate - Proficient use of Windows systems, Microsoft Office software (including Word, Excel, Outlook), database programs and general office equipment;
- Type 45-50 wpm;
- Ability to develop and maintain effective, professional relationships with co-workers, carriers, vendors and other business contacts;
- Professional work ethic
Qualified Candidates should submit a resume for consideration. We are an Equal Opportunity Employer. No recruiters, please.
Job Type: Full-time
Pay: $25.00 - $35.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Weekly day range:
Work setting:
Experience:
- Commercial Insurance: 2 years (Required)
License/Certification:
- Property & Casualty License (Required)
Ability to Relocate:
- Orange, CA 92868: Relocate before starting work (Required)
Work Location: Hybrid remote in Orange, CA 92868