Customer Service Representative
Statewide Underwriting Services, Tribes Hill, New York, United States
Statewide Underwriting Services is a relationship-based independent insurance agency company with over 100 years of knowledge and experience providing solutions to our agents on behalf of their policyholders. We are currently searching for a Customer Service Representative to join our team!
Customer Service responsibilities
Answer and direct phone calls to appropriate departments
Act as primary contact for billing, general and claims calls, including answering general billing, claims & underwriting questions
Process insured's policy payments
Create first notice of loss
Review policy for previous claims, notify adjuster
Process Installment billing for three companies daily
Meet, greet & direct guests as needed
Administrative support responsibilities
Assist insured, agents, contractors regarding questions on claims
Process all incoming and outgoing mail
Collate claim checks and refund checks for proper mailing
Support management across all departments as needed (for various project work, etc.)
Process daily print job to create new business, renewal business dec pages, and any endorsements processed from the prior business day
Collate policy printouts to assemble policy jackets and sends to appropriate policyholders
Send agents/brokers electronic documents
Assist with sending mortgage companies and agents/brokers copies of dec pages, endorsements, etc. upon request
Run various agency management reports as assigned
Ordering marketing materials
Helping set up and organize marketing events
Data administration responsibilities
Set up claim in policy admin system with appropriate reserves and adjuster
Set up claim and ensure proper documentation is in ImageRight
Process all Brokerage/MSA documents
Will require contacting agency by email and/or telephone to obtain required information
Obtain and maintain current Agency/Agent licenses and E&O proof of coverage. Includes contacting agencies and inputting records into appropriate system
Ordering marketing materials
Helping set up and organize marketing events
This position offers an annual salary range of $50,000-$56,000. Compensation will be determined based on experience and qualifications.
Requirements Must work exclusively in office during company business hours.
EDUCATION And EXPERIENCE
2-3 of administrative and / or customer-facing work experience required; phone experience preferred
Proficiency with phone systems and Microsoft Suite (Excel, Word, PowerPoint, Outlook, Teams)
Liability insurance related experience is a plus
Bachelor's degree is preferred
SKILLS
Communication effectiveness with internal and external stakeholders is critical to success
Ability to effectively manage a large volume of work
Attention to detail
Ability to prioritize phone calls, and keeping on track with other tasks
Be well organized and work well independently
Adaptability & flexibility are integral for this position
Benefits
Health insurance
Dental insurance
Vision insurance
Company-paid life insurance
401(k)/Company Match
Generous Paid time off
Paid Holidays
Educational Assistance
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Customer Service responsibilities
Answer and direct phone calls to appropriate departments
Act as primary contact for billing, general and claims calls, including answering general billing, claims & underwriting questions
Process insured's policy payments
Create first notice of loss
Review policy for previous claims, notify adjuster
Process Installment billing for three companies daily
Meet, greet & direct guests as needed
Administrative support responsibilities
Assist insured, agents, contractors regarding questions on claims
Process all incoming and outgoing mail
Collate claim checks and refund checks for proper mailing
Support management across all departments as needed (for various project work, etc.)
Process daily print job to create new business, renewal business dec pages, and any endorsements processed from the prior business day
Collate policy printouts to assemble policy jackets and sends to appropriate policyholders
Send agents/brokers electronic documents
Assist with sending mortgage companies and agents/brokers copies of dec pages, endorsements, etc. upon request
Run various agency management reports as assigned
Ordering marketing materials
Helping set up and organize marketing events
Data administration responsibilities
Set up claim in policy admin system with appropriate reserves and adjuster
Set up claim and ensure proper documentation is in ImageRight
Process all Brokerage/MSA documents
Will require contacting agency by email and/or telephone to obtain required information
Obtain and maintain current Agency/Agent licenses and E&O proof of coverage. Includes contacting agencies and inputting records into appropriate system
Ordering marketing materials
Helping set up and organize marketing events
This position offers an annual salary range of $50,000-$56,000. Compensation will be determined based on experience and qualifications.
Requirements Must work exclusively in office during company business hours.
EDUCATION And EXPERIENCE
2-3 of administrative and / or customer-facing work experience required; phone experience preferred
Proficiency with phone systems and Microsoft Suite (Excel, Word, PowerPoint, Outlook, Teams)
Liability insurance related experience is a plus
Bachelor's degree is preferred
SKILLS
Communication effectiveness with internal and external stakeholders is critical to success
Ability to effectively manage a large volume of work
Attention to detail
Ability to prioritize phone calls, and keeping on track with other tasks
Be well organized and work well independently
Adaptability & flexibility are integral for this position
Benefits
Health insurance
Dental insurance
Vision insurance
Company-paid life insurance
401(k)/Company Match
Generous Paid time off
Paid Holidays
Educational Assistance
#J-18808-Ljbffr