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Customer Service Representative

Company: Connelly & Bartnesky Insurance Agency
Location: Harlingen
Posted on: June 22, 2019

Job Description:

-- Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities. -- --POSITION FUNCTIONS -- Responsible for gathering 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, within five days of receipt. -- Conducts periodic service calls for designated accounts. -- Performs special projects at the request of designated clients after being approved by manager. 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 sixty days before renewal date. Assists Producer(s) as needed. -- Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Secures and submits required renewal underwriting information. -- Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects 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 letters and requests cancellation of policies when necessary. -- Follows up on outstanding claims and provides assistance in their resolution, as necessary. -- Solicits expiration dates for policies not written by agency. Expectations are an average of one expiration date per client serviced. -- Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact. -- Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Expectation is five referrals per week. -- Documents all material conversations with insureds and/or carriers regarding exposures and coverages. -- Performs other functions as assigned by management. --

Keywords: Connelly & Bartnesky Insurance Agency, Harlingen , Customer Service Representative, Sales , Harlingen, Texas

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