Job description
Come and Join Our Great Team
Citizens Alliance Agency is hiring a Customer Service Representative with Contracting and Licensing support. The Customer Service Representative’s primary duty is to assist all customers by greeting them, in person or on the telephone, answering or referring inquiries. This position will provide general office support with a variety of clerical activities and related tasks. The Customer Service Representative will assist managers in policy reviews, renewal declarations, maintaining customer files, and processing online premium payments.
Duties include but not limited to the following:
- Order policy changes from carriers, update computer system and set follow-up activities. Processes endorsements by checking coverages and update client management systems.
- Reviews, processes, and summarizes audits. Investigate and correct omitted items on audits and endorsements.
- Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.
- Assist Risk Managers with Annual policy reviews and with insurance claim process as needed.
- Maintain, track, and renew producer and agency licenses with each state and each insurance carrier used by Citizens Alliance Agency. This will include assisting with new employee onboarding.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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