Personal Lines Cust. Service Coordinator
Greylock Insurance Agency, Williamstown, MA, United States
The full [Personal Lines Customer Service Coordinator job
description](https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=5e2befa0-ee04-452e-ad5f-c608d9a9a414&ccId=19000101_000001&type=MP&lang=en_US&selectedMenuKey=CurrentOpenings&jobId=608411){target="_blank"
rel="noopener noreferrer"} contains more information about this
position. Hybrid (4 days in office, 1 day hybrid upon completion of
training) Bilingual preferred not required Sign on bonus: \$1,500.00
sign on bonus available for full-time employment. Eligibility for the
bonus is \$500 after successful completion of onboarding/training to be
paid with two months of service, and \$1,000 after 6 months of continued
full-time satisfactory service. **Key Job Requirements:** Promotes the
Greylock Insurance Agency wherever and whenever possible. Encouraged to
actively represent the Greylock Insurance Agency in local civic,
community and professional organizations. Performs any functions, within
scope of authority and expertise to provide the highest level of service
and responsiveness to the customers served by the Insurance Agency.
Respond immediately to and assist Account Managers with any and all
inquiries for service from customers or prospects, taking ownership of
the inquiry to ensure customer satisfaction and policy retention. In the
Agency\'s ongoing effort to retain business, assist the Account Managers
with nonpayment notices, making calls to insureds and notifying CSR\'s
when policies are due to cancel. Initiate any necessary contact with
carriers to mitigate policy reinstatement whenever possible or
necessary. Processes all incoming policies (new, amended, cancelled) for
the agency in accordance with established workflows and procedures;
verify the accuracy of the policy declaration against the Agency
Management system and the receipt of download in EPIC; mark any
applicable Follow-Up accordingly and confirm invoicing. Notify CSR of
any discrepancies in quotes and any obvious coverage errors or
omissions. Act as quality control, ensuring that all required
documentation is in our file and that the agency standards for
timeliness and accuracy are being met and reporting any violations to
the appropriate agency manager. Quality control also extends to
verifying the accuracy of all information in the customer database.
Transmit all requests for policy changes to our insurance partners
within the required timeframe, utilizing the specific delivery method
for each carrier. Confirm receipt of the revised policy declarations and
mail insured copies to the customer along with the appropriate letter.
Invoice any non-automated premium-bearing policy transactions in the
Agency Management system prioritizing the current month activity to be
completed prior to month end; verifying that the invoicing is done at
the correct amount and with any producer specific commission criteria.
Comprehend and execute the required daily functions relating to policy
download and automated download invoicing. Assist with the scanning and
activity creation/updating of electronic mail inquiries accordingly.
Provide customer service on the phone, via email, and in-person as
needed. Complete assigned carrier reports on a weekly basis. Participate
in marketing projects as outlined by the Insurance Processing Supervisor
and/or Operations Manager. The above is a description of the ordinary
duties of the position. It should be expected that from time-to-time
other duties both related and unrelated to the above responsibilities
may be assigned and therefore, required. **Position Requirements:** -
High school diploma or its equivalent. - Ability to organize multiple
projects. - Demonstrates oral and written communication abilities. -
Able to use various types of office software, spread sheet applications
and PC proficient in Microsoft Office Suite.
#J-18808-Ljbffr
description](https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=5e2befa0-ee04-452e-ad5f-c608d9a9a414&ccId=19000101_000001&type=MP&lang=en_US&selectedMenuKey=CurrentOpenings&jobId=608411){target="_blank"
rel="noopener noreferrer"} contains more information about this
position. Hybrid (4 days in office, 1 day hybrid upon completion of
training) Bilingual preferred not required Sign on bonus: \$1,500.00
sign on bonus available for full-time employment. Eligibility for the
bonus is \$500 after successful completion of onboarding/training to be
paid with two months of service, and \$1,000 after 6 months of continued
full-time satisfactory service. **Key Job Requirements:** Promotes the
Greylock Insurance Agency wherever and whenever possible. Encouraged to
actively represent the Greylock Insurance Agency in local civic,
community and professional organizations. Performs any functions, within
scope of authority and expertise to provide the highest level of service
and responsiveness to the customers served by the Insurance Agency.
Respond immediately to and assist Account Managers with any and all
inquiries for service from customers or prospects, taking ownership of
the inquiry to ensure customer satisfaction and policy retention. In the
Agency\'s ongoing effort to retain business, assist the Account Managers
with nonpayment notices, making calls to insureds and notifying CSR\'s
when policies are due to cancel. Initiate any necessary contact with
carriers to mitigate policy reinstatement whenever possible or
necessary. Processes all incoming policies (new, amended, cancelled) for
the agency in accordance with established workflows and procedures;
verify the accuracy of the policy declaration against the Agency
Management system and the receipt of download in EPIC; mark any
applicable Follow-Up accordingly and confirm invoicing. Notify CSR of
any discrepancies in quotes and any obvious coverage errors or
omissions. Act as quality control, ensuring that all required
documentation is in our file and that the agency standards for
timeliness and accuracy are being met and reporting any violations to
the appropriate agency manager. Quality control also extends to
verifying the accuracy of all information in the customer database.
Transmit all requests for policy changes to our insurance partners
within the required timeframe, utilizing the specific delivery method
for each carrier. Confirm receipt of the revised policy declarations and
mail insured copies to the customer along with the appropriate letter.
Invoice any non-automated premium-bearing policy transactions in the
Agency Management system prioritizing the current month activity to be
completed prior to month end; verifying that the invoicing is done at
the correct amount and with any producer specific commission criteria.
Comprehend and execute the required daily functions relating to policy
download and automated download invoicing. Assist with the scanning and
activity creation/updating of electronic mail inquiries accordingly.
Provide customer service on the phone, via email, and in-person as
needed. Complete assigned carrier reports on a weekly basis. Participate
in marketing projects as outlined by the Insurance Processing Supervisor
and/or Operations Manager. The above is a description of the ordinary
duties of the position. It should be expected that from time-to-time
other duties both related and unrelated to the above responsibilities
may be assigned and therefore, required. **Position Requirements:** -
High school diploma or its equivalent. - Ability to organize multiple
projects. - Demonstrates oral and written communication abilities. -
Able to use various types of office software, spread sheet applications
and PC proficient in Microsoft Office Suite.
#J-18808-Ljbffr