Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
We are Seeking a Customer Service Representative to join our growing team in St. Petersburg, FL.
Provides support to Producer and Account Manager in obtaining, maintaining, expanding and servicing commercial lines accounts by performing the following duties.
How You Will Contribute
- Assists Account Manager in obtaining information from the client for new and renewal policies, updates applications and policy detail.
- Rates, quotes, and issues policies as required.
- Reviews new and renewal policies for accuracy for delivery to the insured and updates detail in computer.
- Reviews and invoices endorsements for accuracy and sends to the insured
- Prepares change requests to the company requesting policy changes, and updates AMS360 & Imageright accordingly
- Keeps suspense (activity) items current.
- Prepares proposals for renewal on smaller accounts
- Issues Certificates of Insurance and Auto ID cards, as needed.
- Issues Summaries of Insurance.
- Prepares Invoices.
- Enters policy detail on accounts not yet entered.
- Processes mail
- Prepares accounts for market accounts per instructions from Account Manager or Producer.
- Keeps abreast of industry changes and trends.
- Talks with customers by phone or in person inside agency office.
- Undertakes additional responsibilities as required in the Account Manager’s absence (telephone calls, producer calls, client requests, etc.)
- Orders MVRs
- Participates in seminars and classes for knowledge and skill development.
- All other duties as assigned
- Order loss runs and completely loss run charts when needed
Licenses and Certifications:
Skills & Experience to Be Successful
- Strong technical insurance knowledge and background.
- Strong communication and negotiation skills under stressful situations.
- Strong team member who proactively assists all other members of this team.
- Ability to maintain a professional manner at all times.
- Strong Microsoft Word and Excel knowledge
- Advanced time management and organization skills
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.