Job description

Overview:
Under direct supervision, learns to process all types of incoming insurance mail, ( i.e., processing discount forms, driver change requests, cancellations, etc.), Dealer Desk, and provides Five Diamond Service during all transactions.

Responsibilities:
Process incoming mail, email, and faxes (i.e., discounts, driver change requests, cancelations, mortgagee requests including providing evidence of insurance, etc.). (15%)
Answer insureds’ calls regarding claims, payments, and change of address. (15%)
Upload policy revisions via policy portals. (15%)
Coordinate Dealer Desk functions, including exchanging information with insureds, car dealers, banks, etc. to facilitate vehicle changes. (15%)
Build professional relationships with coworkers, agents and industry contacts. (10%)
Process incoming checks, including uploading payment information via payment portals. (10%)
Apply effective date of discount and ensure proper documentation is received. (5%)
Correct errors on returned mail in a timely and effective manner. (5%)
Send correspondence to insureds. (5%)
Crosstrain in other Agency Support functions; backup to other teams as necessary. (5%)
Other duties as assigned.

Qualifications: Education/Licenses/Certifications:
High School diploma or GED required

Experience:
1+ years Clerical experience in the Insurance industry required
1-3 years Customer service experience preferred

Skills & Abilities:
Ability to think, act and be safe.
Encourage, build, and maintain mutual trust, respect, and cooperation with others.
Ability to listen to, understand, and communicate with others by telephone, in written form, electronically, or in person.
Ability to apply sound judgement to produce appropriate outcomes to a variety of situations, including high volume and challenging situations.
Ability to add, subtract, multiply, or divide quickly and accurately.
Ability to operate a computer with relevant software applications.
Ability to maintain confidentiality.
Ability to prioritize, organize, and accomplish work to achieve specific goals.

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