Customer Service Associate

 Are you a detail-oriented professional who is interested in starting a new career path? At Gregory & Appel, we’re looking for a Customer Service Associate (CSA) to join our growing team. This is a great opportunity to work alongside top industry professionals, support meaningful clients, and start your career in insurance with a company that invests in you and your community.

The Customer Service Associate (CSA) provides support to the Account Manager (AM) or Senior Account Manager (SAM) by performing administrative functions on assigned accounts following agency procedures. The CSA works directly with the AM and SAM in the handling of new accounts and servicing of existing accounts.

Primary Responsibilities: 

• Assist AM or SAM with new and renewal business
• Order Loss Runs
• Prepare Draft Renewal Coverage Summary
• Prepare appropriate communications using email templates
• Navigate carrier websites and input change requests when applicable with a high degree of accuracy
• Order Endorsements for policy changes at the direction of the AM or SAM
• Checks carrier generated documents for accuracy including, but not limited to, policies, endorsements, audits, and cancellations
• Communicate, follow-up if needed, and secure corrections, with documentation, from all carriers on policy discrepancies
• Process Certificates of Insurance and Evidence of Property documents
• Invoice transactions accurately including, but not limited to, endorsements, cancellations and audits
• Prepare and mail/e-mail policy documents including, but not limited to, policies, endorsements, auto ID cards, audits, and cancellations
• Respond to client requests professionally and within 24 hours of receipt
• Follow-up on open tasks/activities daily
• Process un-routed attachments daily
• Update Applications in agency management system as
• Must be able to work during regular working hours as established by the agency

  Experience and Skills:  

• High School Diploma or equivalent
• Property & Casualty license will be obtained upon hire
• Willingness to pursue continuing education (INS, CISR, ACSR, etc.)
• Good organizational, verbal and written communication skills necessary
• Ability to utilize computer programs and understand functionality
• Basic computer and word processing skills required
• Basic knowledge of standard billing and invoicing practices
• Ability to maintain a positive attitude, express enthusiasm and be flexible
• Ability to work independently or as part of a team
• Appropriately attired for professional office environment
• Maintains a professional, helpful and courteous demeanor with clients, carrier personnel, and agency personnel