Commercial Account Manager- Assistant

POSITION SUMMARY:

The position of Customer Service Representative Assistant is to process paperwork as outlined below for the Customer Service Representative(s) they are assisting. This position maintains a working knowledge of all processing procedures and standards of the agency and utilizes these procedures and standards when assisting the CSR. This is a training position for becoming a Customer Service Representative.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Include the following; other functions may be assigned as business conditions change.
• Check and process new business and renewals in accordance with new business and renewal business procedures to include utilization of required policy checklist. Notify CSR of any discrepancies or potential problems on accounts.
• Process endorsements checking against change requests and documentation in the computer system for accuracy. As experience increases process endorsements online.
• Process change requests online or via email at the CSR’s request. Utilization of the change request procedure is required.
• Prepare any certificates, evidence of property forms, and auto  as instructed by CSR. CSR should create new business or renewal templates.
• Check and process audits as requested, utilization of the audit procedure required.
• Process confirmed cancellations as requested, utilization of the cancellation procedure required.
• Order loss runs online as requested by CSR.
• Check all outgoing correspondence (i.e. any letter processed through the system) for accuracy, spelling, grammar, and comprehension.
• Scanning/Attaching to EPIC as instructed by CSR following the Categories List to ensure attaching correctly to the system.
• Check daily and maintain suspense items.
• Assume other job responsibilities as assigned by the supervisor.
• Attend CSR meetings. Follow procedures located on the intranet and keep updated on changes.
• Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator and/or supervisor.

Note:

The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.