Customer Service Representative
Statewide Underwriting Services, New York, New York, us, 10261
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Overview Statewide Underwriting Services is a relationship-based independent insurance agency with over 100 years of knowledge and experience providing solutions to our agents on behalf of their policyholders. We are seeking a Customer Service Representative to join our team. The CSR will work closely with the Accounting, Claims, Underwriting, and Agency Management departments, and interact with insurance agencies and external business partners. The position requires upholding the core company values: Positive Attitude; Adaptability; Work Ethic; Dedication; Relational Greatness - Good Customer Service, built on a foundation of trust.
Base pay range $45,000.00/yr - $55,000.00/yr
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 (project work, etc.)
Process daily print job to create new business, renewal dec pages, and endorsements from the prior business day
Collate policy printouts to assemble policy jackets and send 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
Order marketing materials
Help 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
Contact agency by email and/or telephone to obtain required information
Obtain and maintain current Agency/Agent licenses and E&O proof of coverage
Order marketing materials
Help set up and organize marketing events
Education and experience
2-3 years of administrative and/or customer-facing work experience; phone experience preferred
Proficiency with phone systems and Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams)
Liability insurance related experience is a plus
Bachelor's degree is preferred
Skills
Effective communication with internal and external stakeholders
Ability to manage a large volume of work
Attention to detail
Ability to prioritize calls and balance other tasks
Well organized; able to work independently
Adaptability and flexibility
Benefits
Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k)
Paid time off
Tution reimbursement
Seniority level
Entry level
Employment type
Full-time
Job function
Customer Service
Industries
IT Services and IT Consulting
Location: Montgomery, NY
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Overview Statewide Underwriting Services is a relationship-based independent insurance agency with over 100 years of knowledge and experience providing solutions to our agents on behalf of their policyholders. We are seeking a Customer Service Representative to join our team. The CSR will work closely with the Accounting, Claims, Underwriting, and Agency Management departments, and interact with insurance agencies and external business partners. The position requires upholding the core company values: Positive Attitude; Adaptability; Work Ethic; Dedication; Relational Greatness - Good Customer Service, built on a foundation of trust.
Base pay range $45,000.00/yr - $55,000.00/yr
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 (project work, etc.)
Process daily print job to create new business, renewal dec pages, and endorsements from the prior business day
Collate policy printouts to assemble policy jackets and send 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
Order marketing materials
Help 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
Contact agency by email and/or telephone to obtain required information
Obtain and maintain current Agency/Agent licenses and E&O proof of coverage
Order marketing materials
Help set up and organize marketing events
Education and experience
2-3 years of administrative and/or customer-facing work experience; phone experience preferred
Proficiency with phone systems and Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams)
Liability insurance related experience is a plus
Bachelor's degree is preferred
Skills
Effective communication with internal and external stakeholders
Ability to manage a large volume of work
Attention to detail
Ability to prioritize calls and balance other tasks
Well organized; able to work independently
Adaptability and flexibility
Benefits
Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k)
Paid time off
Tution reimbursement
Seniority level
Entry level
Employment type
Full-time
Job function
Customer Service
Industries
IT Services and IT Consulting
Location: Montgomery, NY
#J-18808-Ljbffr