CSR I - Policy Services

Essential Functions

• Provides quality customer service by communicating and processing transactions by phone, e-mail, chat, and written correspondence with insureds, agents, administrative assistants, mortgagees, lienholders, and other departments.
• Logs all interactions via phone, e-mail, and chat into a software application to ensure that we have a detailed interaction history logged for each interaction.
• Performs duties associated to policy billing systems. This may include but is not limited to working reports related to policies/bill accounts, submitting system issue tickets to IT, and working on other special projects as defined by management.
• Reviews and evaluates Driver and Audit Surveys and makes appropriate changes to the policy(s) based on that evaluation.
• Responsible for working transactions for multiple lines of business.
• Associate degree required or may substitute two years of closely related work experience for two years of college. One or two college accounting courses preferred.

Additional Responsibilities

• Regular and predictable attendance is required.
• Assist with special projects as defined by management.
• Process policy audits and mail.
• Review policy and billing documents for accuracy prior to mailing.
• Receive and process payments.
• Verify coverage for Claims Department.
• Process certified policy documents.
• Provide letters of experience.
• Other duties as assigned

Education

Required

• High School or better

Preferred

• Associates or better

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 (https://www.eeoc.gov/poster) notice from the Department of Labor.