CSR/Processor **3 Positions Open**
Job Description
Job Description
If you are serious about applying, please call us (713) 686-2700 anytime between 830AM to 530PM Monday - Friday, ready to send a complete resume our way.
**No prior experience needed****Prior experience in commercial or personal lines a plus!**
***English/ Spanish - BILINGUAL A PLUS!***
**Entry-Level ONLY**
**Exceptions for Licensed Agents with Prior Experience**
- Tech-savvy a MUST
- Detail-oriented a MUST
- Organizational Skills
- Positive, Open & Trainable Attitude
- Team & Goal Oriented
- Reliable, Timely, Dependable, Stable
- Excellent Memory & Process Retention Skills
- Writing & Speaking Efficiency & Accuracy
- Innovative, Resourceful, a PROBLEM-SOLVER!
- Professional Appearance & Communication Skills A snapshot of what a position in our office can offer you:
**Quarterly Performance Reviews for New Applicants with opportunity for increases
**Experienced, Hands-on Training, Direction & Oversight
**Opportunity for Growth
**Bonuses Available for non-licensed CSRs
**Commissions Available for Licensed CSRs
**Group Health Opt-in after 90 Days
**PAID Holidays after 6 Months
**PAID Personal Days after 6 Months
**PAID Vacation after 1 YR Position Details: CSR/ Processor – ENTRY-LEVEL to Experienced
*Interact with & greet clients, companies & business partners kindly and professionally
*Inbound call point-person(s) – directing call to correct party & screening call to see if you can assist first
*Client account handling & processing including learning:
- Agency Management System protocol
- General office procedures
- Daily payment batching
- Quoting portals
- Submission guidelines
- Quoting & Closing processes
* Daily courtesy calls for account service, renewals or follow-ups for new business, as directed
* Daily detailed note-taking for every client interaction via phone, e-mail, mail, etc
* Daily task follow-ups including deadlines
* Daily Policy Service & Retention with training & oversight , including but not limited to:
- Addressing & Resolving past due account balances (payment reminders & processing)
- Processing simple & complex Certificates of Insurance
- Processing simple & complex endorsement requests
- Processing simple & complex account and/or policy inquiries/ issues
- Processing & Resolving policy Inspections for Existing & New clients/ accounts
- Processing & Resolving policy Audits for Existing & New clients/ accounts
- Processing & Resolving policy Reinstatements & Cancellations
*Inbound Claims handling with training & oversight
*Calling & quoting Renewal & New business with training & oversight
*Obtaining detailed data & completing applications to submit to companies
*Real-time data input to tracking spreadsheets
*General paper-processing & scanning
Skills/Qualifications:
Data Entry Skills, Microsoft Office Suite - Word, Excel a MUST, Thoroughness, Organization, Typing, Attention to Detail, Decision Making, Informing Others, Internal Communications, Results Driven
We are a primarily commercial insurance agency with a few personal lines clients - the majority of contact will be with individuals, companies, contractors, business partners & mortgage companies. We strive to offer specialized, above-average service and coverage to our clients and value hands-on training for all newcomers. Your purpose is to provide SUPERIOR account service, handling & processing by learning and efficiently implementing our agency's principles, guidelines & processes to reach our team's Retention & Growth Goals.
Company Description
We are a primarily commercial insurance agency with a few personal lines clients - the majority of contact will be with individuals, companies, contractors, business partners & mortgage companies. We strive to offer specialized, above-average service and coverage to our clients and value hands-on training for all newcomers. Your purpose is to provide SUPERIOR account service, handling & processing by learning and efficiently implementing our agency's principles, guidelines & processes to reach our team's Retention & Growth Goals.
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