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