Licensed Customer Service Representative bei Green Belt Bank & Trust

Description

Scope: 

The Insurance Customer Service Representative II is responsible for managing all insurance policy administration duties for customers and producers and well as agency staff.

Requirements

Accountabilities:

The Insurance Customer Service Representative II will:

• Adheres to the Banks core values      and Service Standards in carrying out mission and vision of GBIS.
• Always demonstrates a positive      member service (internal and external) focus.
• Demonstrates teamwork in all      interactions with coworkers and in the completion of all duties and      responsibilities.
• Ensures confidentiality of member      information.
• Supports a diverse and inclusive      work environment.
• Performs functions on agency      management system proficiently and assists others as needed.
• Processes, maintains, and      prepares new and renewal accounts for marketing, placement, and delivery      to clients as directed.
• Handles normal account service      activity including endorsements, audits, invoicing, etc.
• Is responsible for policy      processing and quality control.
• Gathers the information and risk      management recommendations for the renewal of designated accounts sixty      days prior to renewal and for delivering renewals and/or binders for      designated accounts, as needed.
• Conducts periodic service calls      for designated accounts.
• Binders and/or policy or      endorsement requests are to be completed within three days of date quoted      to client.
• Maintains a concern for      timeliness and completeness when interacting with customers, agency, and      company personnel to minimize potential for errors & omissions claims.
• After reviewing updated client      exposure survey information, obtains other renewal information from      insured and completes applications for designated renewal business Thirty      days before renewal date.
• Receives phone calls and office      visitors requesting quotes, changes to existing coverage, review/process      certificate of insurance requests and completes the changes/requests      within 24 hours of receipt.  Determines acceptability and placement,      completes applications or endorsements, and collect premium when      applicable.
• Reviews existing accounts to      determine if additional lines of insurance should be solicited and does so      by mail and/or phone prior to renewal.
• Receives and reviews all      terminations and cancellations to determine action to be taken and takes      needed action within 72 hours of receipt.
• Handles premium collection      through form letter and request cancellation of policies when necessary.
• Follows up on outstanding claims      and aids in their resolution, as necessary.
• Solicits expiration dates for      policies not written by agency.
• Solicits increases in limits      and/or coverage or rounding out accounts through sales to clients at every      service contact.
• Seeks referrals from current      client base to solicit for new business prospects; follows up to generate      new business using prospect database and automation system.
• Meets minimum sales/service      expectations for all products and services.
• Documents all material      conversation with insured and/or carriers regarding exposures and      coverage.
• Participate and honorably      represent GBB&T in sponsored and volunteer opportunities.
• Performs other functions as      assigned.