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Client Service Representative (The Campbell Group)

Company: Acrisure LLC
Location: Clearwater
Posted on: November 19, 2020

Job Description:

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine.-- We have 500 locations across the US and continue annually.To fuel that growth we have another exciting opportunity as a Client Service Representative with The Campbell Group, an Acrisure Agency Partner located in Clearwater, FL This position is responsible for service, policy changes and working closely with Account Manager to support book of business.-- This position will be expected to provide prompt, accurate, and courteous support service to clients and coworkers.Essential Duties and Responsibilities:Enter new client accounts in agency management system, including prospects.Check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines.Receive, review and document all client and underwriter correspondence (phone, email, mail, fax, etc.) in agency management system, change requests and endorsement processing, review follow up list on a weekly basis and take appropriate action, manage the cancellation process, and (potential) missed expiration report according to agency guidelines.Work closely with and assist Account Manager to market renewals. May market renewals with oversight and delegation from Account Manager.Prepare certificates, evidences, and proofs of coverage and forward to appropriate parties, or send requests to Certificate Department.Transact agency bill items. Set up premium financing as needed. Ensure proper coding of agency commission, producer commission, service structure and agency structure (the "service and billing tab"), review and take action on all account receivable items according to agency guidelines. Solve transaction issues with carriers and accounting department.Provide back-up coverage for department team members.This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.-- In addition, focus may be broad in scope and include involvement in many of the items above or focus may be more concentrated to fewer tasks.--Competencies:--------------------------------------------------------------------To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education and/or Experience:High school diploma or equivalent.Possess and maintain active Florida P & C License, or be willing and able to obtain license within 120 days of hiring.Individual should have a working knowledge of commercial insurance with 1-2 years of experience.Obtain and maintain insurance designation such as CISR, CIC, or CPCU.Transportation experience, whether in industry or insurance field is preferred.Computer Skills:Demonstrated strong PC skills including Word, Excel, and Outlook.Knowledge of Agency Management Systems.Other Qualifications:Must have a high level of understanding accounting or strong math skills.Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills.Must also have the ability to effectively work with others.Must have a high level of problem-solving skills.A positive, team-oriented attitude is necessary to effectively work with a large variety of personalities.Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Moderate stress due to regular deadlines and daily challenges.High finger dexterity while performing data entry 75% of the time.Occasionally lift up to 20 lbs.------------Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Work is done in an air-conditioned, non-smoking office.Work stations are cubicles with moderately high sides.Travel is not common however, there may be some limited travel required, typically less than 25%.------Powered by JazzHR

Keywords: Acrisure LLC, Clearwater , Client Service Representative (The Campbell Group), Sales , Clearwater, Florida

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