Customer Serv Representative

• Request and process policy changes, ensuring accurate updates in the agency management system.
• Follow up on change requests to confirm receipt of endorsements.
• Verify the accuracy of endorsements and update records accordingly.
• Process and invoice endorsements, providing clients with necessary documentation.
• Client Communication
  • Invoice audits and send the relevant documentation to clients.
  • Handle daily requests for certificates of insurance (COI), evidence of property (EOP), and evidence of insurance (EOI).
• Documentation and Compliance
  • Assist with issuing auto .
  • Process past dues, reinstatements, and cancellations in a timely manner.
  • Handle underwriting requests, such as updating driver lists.
  • Manage and file customer documents in the agency management system.
  • Ensure all customer interactions and transactions are documented accurately.
• Additional Duties
  • Perform any other tasks as assigned by the Management Team to support the department’s goals and objectives.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.