Account Service Representative

Description

Account Service Representatives are responsible for assisting Account Managers in the servicing and development of their clients’   P&C insurance programs and mentoring/assisting Customer Service representatives as needed. 

• Issue “Special” Certificates of Insurance to include reviewing insurance contracts, according to company guidelines 
• Manage CSR24 portal for clients, including setting up access and troubleshooting technical issues
• Policy checking according to company guidelines
• Process change requests
• Process agency & direct bill non-premium bearing endorsements and direct bill premium bearing endorsements
• Process bonds for clients
• Online quoting with NCCI for assigned risk work comp policies 
• Audit new/renewal monthly reports set up by Customer Service Representative to ensure accuracy
• Review motor vehicle records 
• Prepare mid-year reviews 
• Prepare marketing files 
• Complete loss summaries 
• Prepare mod analysis 
• Create and manage monthly reports for clients
• Order loss runs from insurance companies and review for large losses/reserves
• Provide high quality customer service
• Gain knowledge on insurance industry through training and development opportunities
• Assist P&C department with various projects and assistance as needed 

Requirements

• BA or BS or applicable job experience
• 1-3 years experience in P&C or related field
• Must have strong Outlook, Word, and Excel Skills
• Ability to work in a fast-paced environment while adapting to changing deadlines and priorities
• Excellent verbal and written communication skills required
• Requires discretion and independent judgment with respect to matters of significance