Customer Service Representative I
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Job Description
Customer Service Representative at Utica National Insurance Group processing business transactions and maintaining customer relations in the insurance sector. Collaborating with stakeholders and ensuring timely processing and documentation.
Responsibilities:
- Process new business, renewals, and endorsements and billing transactions according to established department policies and procedures
- Communicates and collaborates with internal and external stakeholders in a professional manner when additional information is needed ensuring timely processing
- Maintains detailed policy documentation and updates customer information as necessary
- Rate endorsements/transactions for multiple lines of business
- Develops and maintains positive customer relations and coordinates with various functions within the company
- Perform pre-underwriting task for policy transactions based on Company processing procedures and underwriting guidelines or complete preparatory work
- Order reports for new business, renewal and endorsements as required such as CLUE, MVR, SOCRECARD, DADS, etc
- Maintain acceptable productivity and quality levels established by management
- Perform all tasks with direction of supervisor
- Performs other duties as assigned
- Conforms with all corporate policies and procedures
Requirements:
- Associate’s degree preferred; insurance training or basic insurance courses desirable.
- Less than 2 years in an agency or insurance company preferred.
- Strong communication, customer service, problem-solving, confidentiality, professionalism, and adaptability.
Benefits:
- Medical and Prescription Drug Benefit
- Dental Benefit
- Vision Benefit
- Life Insurance and Disability Benefits
- 401(k) Profit Sharing and Investment Plan
- Health Savings Account (HSA)
- Flexible Spending Accounts
- Tuition Assistance, Training, and Professional Designations
- Company-Paid Family Leave
- Adoption/Surrogacy Assistance Benefit
- Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
- Student Loan Refinancing Services
- Care.com Membership with Back-up Care, Senior Solutions
- Business Travel Accident Insurance
- Matching Gifts program
- Paid Volunteer Day
- Employee Referral Award Program
- Wellness programs
- Personal Insurance Discount
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