Experienced Customer Service Representative – Insurance Policy Endorsement and Account Management
As a Customer Service Representative at careerzynith, you will play a vital role in delivering exceptional service to our individual clients, helping us maintain strong relationships with our customers, and driving business growth. If you're passionate about helping others, enjoy learning new skills, and thrive in a fast-paced environment, this is an exciting opportunity to join our team.
About careerzynith
careerzynith is a leading global insurance broker providing property and casualty, life and health, employee benefits, investment, and risk management products and services. With a strong presence in North America, our vast network of specialists is dedicated to protecting clients through unrelenting advocacy and tailored insurance solutions. We're committed to empowering our clients, employees, and communities, and we're looking for talented individuals like you to join our team.
Key Responsibilities
As a Customer Service Representative, you will be responsible for:
- Processing endorsement requests for personal lines insurance policies, securing pricing from carriers as needed
- Managing account documentation, sending documentation to insureds, and following up to ensure it was received and submitted to the carrier
- Maintaining a follow-up system with insurance carriers to ensure requests are processed timely
- Furnishing underwriters with additional information as requested
- Issuing certificates of insurance and evidence of property forms to clients and their representatives upon request
- Processing lost policy release forms, transmitting correspondence to insureds and carriers
- Performing other specific duties and projects as assigned by management
- Daily managing the agency interface system (download), ensuring all transactions are matched so revenue is recorded accurately by month-end
- May provide sales support, including rating policies and entering policy information into the database
- Pursuing a program for personal and professional development
What You Offer Us
* 1-2 years of insurance experience
- Property & Casualty License is Required
- Well-organized with an aptitude for details
- Strong written and oral communication skills
- Understand and analyze insurance coverage, forms, and policies
- Work day will be scheduled between 7 am and 7 pm, with additional time as needed
- Proficiency in MS Office
What We Offer You
* A rewarding job that helps local businesses in the community
- Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
- Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
- A work/life balance because that's important for all of us
- Learn from the expertise of your coworkers
- Growth - careerzynith is growing, and so can your career
- Be part of a motivated team
Department
* Account Management & Service
Required Experience
* 1-2 years of relevant experience
Required Travel
* No Travel Required
Required Education
* High school or equivalent
Equal Opportunity Employer
careerzynith is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran's status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
Accessibility
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at [insert phone number]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Join Our Team
Seize this opportunity to make a significant impact. Apply now and take the first step towards a rewarding new role. Apply for this job