Customer Service Manager - Insurance / Customer Service Rep - Insurance
Customer Service Manager - Insurance / Customer Service Rep - Insurance Job Category :
Insurance Requisition Number :
CUSTO001237 Showing 1 location Job Details Description
Summary:
The CSR Manager is responsible for managing the day-to-day operations of the agency staff to make sure the work is done correctly and up the established expectations and standards.
Additional responsibilities include conducting agency management system training as well as coordinating claims management and overseeing policy issuance and policy checks for accuracy.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
As CSR Manager, handle client calls, renewals and marketing Manage claims specialist, ensuring proper and timely claims processing Coordinate the Agency Management System with all Commercial Account Managers Supervise certificates by ensuring all are issued properly and timely Coach, direct and manage a team of Commercial Lines Account Representatives Oversee policy issuance and policy checks for accuracy Responsible for Agency Management System training for all employees Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries.
Prepare applications for renewals reviewing for accuracy with correct entry into agency management system.
Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster.
Order Motor Vehicle Reports for prospective insured drivers.
Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance.
Provide clients with automobile identification cards.
Compile information for marketing of prospects.
Review expiration lists for confirmation all policies in current period are renewed.
Scan and attach all documents to customer files in agency management system.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures.
Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position EDUCATION and/or
Experience:
High School Diploma or equivalent GED required (Associates Degree in Business preferred) Must have Property and Casualty License Preferred minimum of 3 years experience working with insurance related products with preferred minimum of five years experienceFarmers National Banc Corp.
is an Equal Opportunity Employer:
disability/veteran Qualifications Skills Required Customer Service Advanced Preferred Management Experience Intermediate Insurance Sales Novice Behaviors :
Motivations :
Education Required High School or better.
Preferred Associates or better in Business Administration.
Experience Licenses & Certifications Preferred Property & Casuality LicEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe 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 contractors legal duty to furnish information.
41 CFR 60-1.
35(c)Salary:
$37 per hour.
Estimated Salary: $20 to $28 per hour based on qualifications.
Insurance Requisition Number :
CUSTO001237 Showing 1 location Job Details Description
Summary:
The CSR Manager is responsible for managing the day-to-day operations of the agency staff to make sure the work is done correctly and up the established expectations and standards.
Additional responsibilities include conducting agency management system training as well as coordinating claims management and overseeing policy issuance and policy checks for accuracy.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
As CSR Manager, handle client calls, renewals and marketing Manage claims specialist, ensuring proper and timely claims processing Coordinate the Agency Management System with all Commercial Account Managers Supervise certificates by ensuring all are issued properly and timely Coach, direct and manage a team of Commercial Lines Account Representatives Oversee policy issuance and policy checks for accuracy Responsible for Agency Management System training for all employees Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries.
Prepare applications for renewals reviewing for accuracy with correct entry into agency management system.
Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster.
Order Motor Vehicle Reports for prospective insured drivers.
Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance.
Provide clients with automobile identification cards.
Compile information for marketing of prospects.
Review expiration lists for confirmation all policies in current period are renewed.
Scan and attach all documents to customer files in agency management system.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures.
Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position EDUCATION and/or
Experience:
High School Diploma or equivalent GED required (Associates Degree in Business preferred) Must have Property and Casualty License Preferred minimum of 3 years experience working with insurance related products with preferred minimum of five years experienceFarmers National Banc Corp.
is an Equal Opportunity Employer:
disability/veteran Qualifications Skills Required Customer Service Advanced Preferred Management Experience Intermediate Insurance Sales Novice Behaviors :
Motivations :
Education Required High School or better.
Preferred Associates or better in Business Administration.
Experience Licenses & Certifications Preferred Property & Casuality LicEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe 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 contractors legal duty to furnish information.
41 CFR 60-1.
35(c)Salary:
$37 per hour.
Estimated Salary: $20 to $28 per hour based on qualifications.
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