CL CSR exists to create a “great” customer service experience through consistent and reliable service standards throughout the policy life cycle. This role is measured by its response time to its key servicing requests such as Certificate of Insurance Requests, policy changes, and claims response.What does the AM need to do to achieve this?Receive and process requests for proof of insurance
Receives and processes endorsements
Receive and process additional service requests
Assist AE with data entry and management in the New Business process
Assist AM with data entry and management in the renewal process
Receive, submit, and track claims
Maintains accuracy and thoroughness of data in Epic
Processes Download
Communicates and collaborates with teammates throughout the renewal process
Backup other CSRs when they’re out of the office to provide continuity of service and minimize disruptions to that CSR’s AE and AM
Collaboration & Working with Teammates
PHYSICAL DEMANDS AND WORK ENVIRONMENTWhile performing the duties of this job, the Personal Insurance CSR will typically be in an office setting. The Personal Insurance CSR is frequently required to operate a computer and file and retrieve written documents. The physical demands include, but are not limited to, standing, sitting, walking, lifting, carrying, reaching, handling, kneeling, crouching, and bending.Office positions can be mentally challenging. As a result, this position is more mentally challenging than physically challenging. There will be extended periods of sitting required when performing administrative tasks and while attending meetings.Non-physical demands include a work environment where the noise level is usually quiet to moderate, but may be loud on occasion. The nature of the position may expose the Personal Insurance CSR to moderate levels of tension when dealing with issues. The level of tension is usually moderate, with high levels of tension occurring occasionally.Job Type: Full-timePay: $45,000.00 – $55,000.00 per yearBenefits:
Schedule:
Ability to commute/relocate:
License/Certification:
Work Location: One location
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